Black Walnut Wealth Management provides investment management and financial planning services. For investment management, they assess your financial situation, goals, and risk tolerance to build a diversified portfolio using stocks, bonds, ETFs, mutual funds, and alternative investments. They monitor performance, rebalance, and implement tax-efficient strategies. Financial planning involves analyzing your financial situation and creating a strategy for achieving short- and long-term goals, including cash flow management, retirement planning, education funding, risk management, estate planning, tax planning, and investment analysis.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The standard fee paid as a percentage of managed assets will not exceed the safe harbor maximum of 2.00%. BWWM may charge a lesser portfolio management fee, charge a flat fee, waive its fee entirely, or charge a fee based upon certain criteria.