The Blackmont Group (TBG) offers investment management and financial planning services. TBG develops personalized investment plans based on clients' goals and risk tolerance, primarily advising on stocks, bonds, mutual funds, and ETFs. TBG also provides financial planning services, including business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, insurance review, retirement planning, risk management, and tax planning strategies. Financial planning is offered on a project basis or ongoing engagement.
Assets Under Management$8M
Clients32
Advisors1
Avg. per Client$250K
Avg. per Advisor$8M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.40% |
| $1.0M - $1.3M | 1.35% |
| $1.3M - $2.0M | 1.30% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.15% |
| $10M+ | 1.15% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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