Black Sea Investment Group provides investment management and financial planning services. They create investment strategies tailored to each client's financial goals, including portfolio management. They offer both discretionary and non-discretionary investment management. For financial planning, they help clients with retirement, estate, charitable giving, business planning, and more. Their clients include individuals, families, high-net-worth individuals, charitable organizations, and family trusts.
Assets Under Management$110K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$110K
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.99% |
| $1.0M - $5.0M | 2.75% |
| $5.0M - $10.0M | 2.50% |
| $10M+ | 2.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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