Blake Wealth Strategies provides investment management, financial planning, and retirement plan services. Blake Wealth Strategies works with individual investors, trusts, estates, and businesses to build personalized investment strategies. For portfolio management, Blake Wealth Strategies partners with external firms like Orion Portfolio Solutions and Gradient Investments to offer various actively managed stock, mutual fund, and custom indexing portfolios. In addition to investment oversight, Blake Wealth Strategies creates comprehensive financial plans that cover cash flow, retirement projections, risk management, tax reduction strategies, and estate planning. Blake Wealth Strategies operates as a registered investment advisor based in North Dakota and Minnesota.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are based on assets managed through Orion Portfolio Solutions and are negotiable. Additional third-party strategist, administration, and account maintenance fees apply. For accounts managed through Gradient Investments, total annual program fees range from 1.00% to 2.15% depending on the strategy.