Blacktower Financial Management (us) LLC
Assets Under Management
$122.8M
Number of Clients
495
Number of Advisors
21
Average Client AUM
$248K
AUM per Advisor
$5.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Blacktower Financial Management (US) LLC provides financial planning and money management services, primarily to individuals, high net worth individuals, and UK expatriates. They offer pension plan investment services, asset management, financial planning, and consulting services. Advisory Representatives can negotiate fees.
Fee Structure
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.
Areas of Practice
Location
4700 Millenia Boulevard, Sute 175, Orlando, FL, 32839