Black Diamond Financial is a registered investment advisor focused on helping clients achieve their financial goals. They create customized investment portfolios using low-cost, tax-efficient strategies and may incorporate private investments. Black Diamond Financial also offers financial planning services on an hourly or fixed-fee basis, covering topics like estate planning, retirement planning, and insurance.
Assets Under Management$1B
Clients328
Advisors14
Avg. per Client$3.2M
Avg. per Advisor$75M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
The annual rate does not exceed 0.85%. There is a minimum annual fee of $3,000 or 3% of assets, whichever is less. Fees may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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