Black Arrow Capital is a registered investment advisor founded in 2023 and based in Newark, Delaware. The firm provides personalized investment management and financial planning services to individuals, high net-worth individuals, and business owners. Black Arrow Capital builds customized investment portfolios using stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents, operating with discretionary trading authority. When providing ongoing investment management, Black Arrow Capital includes comprehensive financial planning at no additional cost. The firm also offers standalone project-based financial planning on a fixed or hourly fee basis, covering areas such as retirement planning, tax strategies, cash flow management, estate planning, business planning, and employee benefits optimization. Additionally, Black Arrow Capital provides retirement plan consulting services to employer plan sponsors.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.45% |
| $20M+ | 0.35% |
Fees are negotiable. Household accounts may be aggregated. Financial planning is included at no additional fee for investment management clients.