Black Swift Group, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Black Swift Group manages investments for high-net-worth individuals, corporations, trusts, and foundations through separately managed accounts. Black Swift establishes investment objectives based on the client's time horizon, liquidity needs, and risk tolerance. The firm selects equity securities through a diversified approach that combines index investing, sector allocation, and specific company selection. Black Swift also utilizes fixed income securities and alternative investments to enhance returns, generate income, and manage portfolio volatility.

Assets Under Management$560M
Clients371
Advisors8
Avg. per Client$1.5M
Avg. per Advisor$70M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees may be negotiable depending on the client's circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

8 Advisors at this firm