Dinitia Yvonne Cazy

Blacktower Financial Management (us) LLC

22 Years of Experience

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Firm Information

Blacktower Financial Management (us) LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

21 advisors

Number of Clients

495 clients

Average Client Portfolio

$248K average

Assets Under Management

$122.8M

Fee Structure

Financial Plan Fee:Up to $5,000

Fees are negotiable and determined between you and your Advisory Representative. Initial fees for pension transfers will not exceed 3%. Annual fees for SIPP and QROPS accounts will not exceed 1.50%. US based asset management fees will not exceed 2% annually. Financial planning fees are flat fees not to exceed $5,000. There are multiple levels of fees and costs.

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth

Advisor Information

Office location

Indianapolis, IN

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Regulatory History (1)

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Financial

March 2024

Final

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Other Business Activities

Dinitia works as the Chief Compliance Officer and IAR for Blacktower Financial Management US LLC, an SEC Registered Investment Adviser, since August 2024. This takes about half of her time, with about a quarter of her time spent during market hours, and involves administering the firm's compliance program.