Blake Financial Counsel offers comprehensive wealth management, divorce planning, and portfolio management services. They specialize in complex financial plans for executives, retirees, divorcees, and women. Blake Financial Counsel aims to build long-term relationships with clients to help them organize their finances and achieve their financial goals.
Assets Under Management$35M
Clients15
Advisors2
Avg. per Client$2.4M
Avg. per Advisor$18M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.75% |
| $3M+ | 0.50% |
Fee schedule is for comprehensive wealth management services and is negotiable but subject to a minimum annual fee of $7,500.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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