Blackfield Capital Management offers ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. Blackfield creates an Investment Policy Statement for each client, which outlines the client’s current situation (income, tax levels, and risk tolerance levels). Blackfield generally limits its investment advice to mutual funds, fixed income securities, real estate funds (including REITs), insurance products including annuities, equities, hedge funds, private equity funds, ETFs, treasury inflation protected/inflation linked bonds, interval funds, commodities, non-U.S. securities, venture capital funds and private placements.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 2.00% |
| $3M+ | 1.00% |
Fees are generally negotiable.