Blanck Financial is a registered investment advisor founded in 2026 and located in Rockwall, Texas. The firm provides personalized investment management and financial planning services to individuals and high-net-worth clients. Blanck Financial uses modern portfolio theory and fundamental analysis to build and manage diversified portfolios primarily consisting of stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents. Clients grant Blanck Financial the authority to make trades without asking first, though clients can place reasonable restrictions on certain securities or sectors. In addition to managing investments, Blanck Financial offers ongoing and project-based financial planning covering cash flow, debt management, college savings, employee benefits, estate planning, insurance, retirement, risk management, and tax strategies. Blanck Financial operates as a fee-only firm, meaning they are compensated solely by their clients and do not accept commissions or third-party payments for selling products.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.60% |
Fees are negotiable and household accounts may be aggregated.