BlackBird Financial Planning provides hourly, as-needed financial planning services and investment management. Financial planning covers cash flow, debt analysis, education planning, retirement planning, investment consulting, risk management, estate planning, and tax planning. Investment management is for clients seeking a hands-off approach to selecting investments and managing their portfolio with periodic rebalancing. BlackBird Financial Planning also uses third-party managers.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 0.75% |
| $300K - $800K | 0.65% |
| $800K - $1.5M | 0.55% |
| $1.5M+ | 0.45% |
Fees are negotiable. When using Sub-Advisors, the Client will not pay additional fees. The Sub-Advisors fees are inclusive of the total fee disclosed by BlackBird Financial Planning.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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