Black Diamond Financial offers investment advisory services, including financial planning and consulting if requested. They manage investments on both wrap and non-wrap fee bases. On a non-wrap fee basis, fees are based on a percentage of assets managed. They also offer the Black Diamond Investment Program, a wrap fee program that includes trade execution, custody, reporting, and investment management for a single annual fee. Black Diamond Financial also provides retirement plan services to plan sponsors.
Assets Under Management$370M
Clients85
Advisors2
Avg. per Client$4.3M
Avg. per Advisor$180M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.25% |
Fees are negotiable, especially for accounts above $2,000,000. The firm also offers a wrap fee program with fees negotiable up to 1.75%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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