Black Diamond Financial Planning works with individual investors to develop financial plans and manage investment portfolios. Black Diamond helps clients establish financial goals, create budgets, and model investment strategies. They suggest ETFs, mutual funds, individual stocks, and bonds. Black Diamond reviews client portfolios and discusses rebalancing strategies.
Assets Under Management$30M
Clients8
Advisors1
Avg. per Client$3.8M
Avg. per Advisor$30M
Fee Structure
Investment management only (planning not offered)
Black Diamond Financial Planning charges an hourly rate of $200 for financial planning and portfolio management services. Black Diamond will provide an estimate of the total hours expected to be billed annually and will notify clients if there is an expansion of the hours originally estimated. Black Diamond does not receive commissions for recommending specific investments.
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