Black Arrow Capital offers investment management and financial planning services to individuals, high net-worth individuals, and businesses. Black Arrow Capital creates investment plans and manages portfolios based on client goals and risk tolerance. They also offer project-based financial planning services covering areas like retirement, taxes, and estate planning. Black Arrow Capital also offers sub-advisory services through a joint venture with Alhambra Investment Management.
Assets Under Management$38M
Clients38
Advisors2
Avg. per Client$1M
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
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% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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