BLK Financial Advisors provides financial planning and investment management services. Financial planning covers debt, tax, insurance, retirement, and estate planning. Investment management considers clients' financial situations, risk tolerance, and goals to develop appropriate investment strategies. BLK uses stocks, bonds, mutual funds (including ETFs), and government securities.
Assets Under Management$5.4M
Clients2
Advisors1
Avg. per Client$2.7M
Avg. per Advisor$5.4M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2M+ | 0.70% |
Fees are negotiable for accounts over $2 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...