Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
495 clients
Average Client Portfolio
$248K average
Assets Under Management
$122.8M

Fee Structure

Financial Planning:Charged separately
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Location

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Blacktower Financial Management (US) LLC
May 2023 - Present · 2 yrs 9 mos
Previous Registrations
Skybound Wealth Management USA, LLC
May 2021 - September 2023 · 2 yrs 4 mos
Beacon Global Advisor Network, LLC
February 2019 - May 2021 · 2 yrs 3 mos
State Registrations2 states
FLTX
Advisor
Exams
No exam information available for this advisor.