BlackLines (BLA) provides ongoing portfolio management services tailored to individual client goals, risk tolerance, and time horizons. BLA also offers financial planning through its WealthBuilder and Mastery programs, covering areas like net worth, risk management, education savings, tax considerations, retirement planning, and estate planning. BLA generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities and ETFs.
Assets Under Management$34M
Clients206
Advisors3
Avg. per Client$170K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
The annual advisory fee is negotiable. BlackLines may charge a sub-advisor fee that is included in the overall annual advisory fee, however it may be on a monthly or annual basis instead of quarterly.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...