Blackbox Capital Management LLC

Fee-Only (% of Portfolio)

BlackBox Capital Management offers investment management services to help clients minimize the time they spend managing their investments. BlackBox primarily invests client assets in a diversified portfolio of Exchange Traded Funds (ETFs), but may also recommend individual stocks and bonds. BlackBox also offers a Managed Treasury Account which only invests in US Government T-Bills and short duration Treasuries for a reduced fee.

Assets Under Management$14M
Clients27
Advisors1
Avg. per Client$500K
Avg. per Advisor$14M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable and may vary depending on the client's circumstances. BlackBox also offers a Managed Treasury Account which only invests in US Government T-Bills and short duration Treasuries for a reduced fee.

Fee Estimator
Your Portfolio Value
$500K
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Location

1 Advisors at this firm

Blackbox Capital Management LLC | TrueAdvisor