Blackstone Wealth Management offers portfolio management services, allocating assets among various securities based on client objectives. They also provide investment planning services for clients with less than $50,000 to invest. Blackstone's approach is active, using options to manage risk and achieve investment goals. They also offer consulting services, considering each client's financial situation and risk tolerance.
Assets Under Management$33M
Clients129
Advisors3
Avg. per Client$260K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...