Blackston Financial Advisory Group provides ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client. Blackston Financial Advisory Group may direct clients to third-party investment advisors to manage all or a portion of the client's assets and will be compensated via a fee share from the advisors.
Assets Under Management$300M
Clients1,012
Advisors7
Avg. per Client$300K
Avg. per Advisor$43M
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Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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