Black Sea Gold Advisors manages investment portfolios based on clients' individual needs and goals. They also offer financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. Clients receive a written or electronic financial plan designed to achieve their stated financial goals.
Assets Under Management$17M
Clients30
Advisors1
Avg. per Client$570K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.75% |
| $100K - $500K | 0.60% |
| $500K - $1.0M | 0.45% |
| $1M+ | 0.35% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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