Blackhawk Capital Partners, LLC
Blackhawk Capital Partners is an independent firm providing asset management and financial planning services to individuals, high-net-worth individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. Blackhawk offers ongoing portfolio management tailored to each client's goals and risk tolerance. They may also recommend third-party money managers. Financial planning services cover tax planning, retirement planning, and estate plan reviews. Blackhawk may also operate as a model portfolio provider or sub-advisor.
Fee Structure
Blackhawk Capital Partners' investment management fee is agreed upon between you and your advisor and may be negotiable. The total managed account fee includes Blackhawk's advisory fee (up to 3.0%, negotiable) plus a separate account manager fee if a third-party platform is used (non-negotiable). A quarterly fee of $12.50 is charged to cover Orion's administration costs. Fees are based on the value of your portfolio at the end of the prior quarter and are paid quarterly in advance. You can cancel at any time, and any unearned prepaid fees will be refunded.