BlackWatch Financial Group offers investment management services on a fee basis, typically including financial planning and consulting. They focus on family office services, including investment planning, asset allocation, and asset management. They also offer administrative services like financial statement preparation, legal review assistance, and liquidity management. Additionally, they provide wealth maintenance services, philanthropy advisory, and family governance support. Financial planning and consulting are available on a separate fixed-fee basis.
Fee Structure
BlackWatch Financial Group manages investments for a percentage of the portfolio's value. The annual fee is negotiable and generally ranges up to 1.10%, depending on factors like the amount invested and the complexity of the client's situation. Clients may also incur brokerage commissions and fund-level expenses.