Blackfield Capital Management LLC

Fee-Only (% of Portfolio)

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.

Assets Under Management$55M
Clients31
Advisors2
Avg. per Client$1.8M
Avg. per Advisor$28M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M2.00%
$3M+1.00%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Location

2 Advisors at this firm

Blackfield Capital Management LLC | TrueAdvisor