Black Horse Wealth Management provides investment advice and portfolio management to individuals and other entities. As a fiduciary, Black Horse is legally required to act in the client's best interest. Black Horse works with clients to understand their financial goals, risk tolerance, and time horizon. The firm offers comprehensive portfolio management, which includes asset management and financial planning or consulting.
Assets Under Management$170M
Clients19
Advisors1
Avg. per Client$8.7M
Avg. per Advisor$170M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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