Assets Under Management
$365.5M
Number of Clients
85
Number of Advisors
2
Average Client AUM
$4.3M
AUM per Advisor
$182.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Black Diamond Financial, LLC offers investment advisory services through its wrap fee program. The program includes investment advisory, trade execution, custody, and reporting for a single annual fee. The firm manages client accounts with discretionary authority, subject to client-specified limitations.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.25% |
Fees negotiable above $2,000,000.
NJ, United States