Blackbear Capital, LLC offers investment management services, providing advice on various asset classes like stocks, mutual funds, and exchange-traded funds. The firm tailors its advice to clients' individual needs, considering their investment objectives, risk tolerance, and cash flow needs. Blackbear Capital also provides financial consulting services as a complementary offering to investment clients, including ongoing updates to financial plans, quarterly meetings, and revisions to various financial aspects.
Assets Under Management$35M
Clients160
Advisors2
Avg. per Client$220K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.65% |
Fees are negotiated with each client based on a variety of factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...