Blackacre Wealth is a registered investment advisor based in California that offers comprehensive wealth management, which combines ongoing investment portfolio management and personalized financial planning. Blackacre Wealth builds customized investment strategies utilizing stocks, bonds, mutual funds, exchange-traded funds, and alternative investments based on each client's goals, risk tolerance, and tax considerations. Financial planning services cover a broad range of topics including retirement planning, cash flow and debt management, tax strategies, estate planning coordination, business planning, employee benefits optimization, college savings, and risk management. Blackacre Wealth operates as a fee-only firm, meaning compensation comes solely from direct advisory fees paid by clients rather than commissions or product sales.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $30.0M | 0.60% |
| $30M+ | 0.50% |
Fees are negotiable and household accounts may be aggregated.