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How We Help

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At The Blackmont Group, we understand the market complexities today’s investors face. Without objective guidance from a trusted advisor, it may be difficult to feel confident in your investment decisions. We offer customized strategies and unbiased guidance with the goal of helping you navigate the complexities of the markets and address your financial concerns.

Through our rigorous investment management approach and a consultative process, we explore a variety of investment strategies with you and select the options best suited to your goals. As a result of this process, we help investors objectively answer questions they may have, such as:

  • Is it a good time to buy stocks, bonds, mutual funds, or other types of investments?
  • How are commodities, real estate, and other assets affected by economic trends?  
  • What’s the current risk level of my investment portfolio?
  • Should my portfolio be aggressive or conservative at this stage in my investment journey?
  • How are my investments performing?
  • Am I an appropriate candidate for alternative investments?
  • When can I retire?
  • How can I create a steady stream of income that lasts through retirement?
  • How can I get the most out of my 401(k) and/or IRAs?
  • Am I on track with my financial strategies?

In addressing your questions and concerns, we seek to help investors identify appropriate investment strategies aligned with their unique values. We work with you to not only create a personalized portfolio but also to implement and monitor your strategies on an ongoing basis. 

Personal Financial Planning | Private Wealth Management

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

We understand that not every investor has the same capacity for wealth building and we want to provide pricing models to accommodate you in whatever stage of the wealth building process you find yourself.  

Subscription Pricing

You are in the earlier stages of wealth building where you're ready to take advantage of diversification and can begin appreciating the relationship between risk and return.

An annual subscription may be best for you as you learn to navigate your way through transitioning business cycles, asset classes, and investment sectors. You will also have short-term and long-term financial planning decisions to contend with as you get your financial house in order.

What you get:

  • Portfolio Investment Management ($2,400 Value)
  • Net Worth Growth Strategies ($2,400 Value)
  • Retirement Wealth Building Strategies ($2,400 Value)
  • Quarterly Investment Check-Ins ($1,200 Value)
  • Tax Savings Strategies ($1,200 Value)
  • Legacy Wealth Planning ($1,200 Value)
  • Total Value $10,800

An annual subscription of $6,000* includes all of the above and is assessed in quarterly installments payments at $1,497.00. 

*pricing concessions available when bundled with asset management services.

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Asset-Based Pricing

You have beginning-to-intermediate level investing experience and have accumulated more than $500,000.00 in total household investible assets. 

An annual asset-based rate may be best for you if you want professional management of your growing nest egg and you want to explore investment strategies for your portfolio beyond what basic modern portfolio theory provides. 

Annual asset-based rates* start at 1.50% per year based on investment assets where the majority allocation includes equity holdings and 1.00% per year based on investment assets where the majority allocation includes fixed income holdings. 

Where appropriate, strategies include individual stocks, bonds, actively managed mutual funds and passively managed exchange traded funds as well as unit investment trusts, real estate, and alternative investments.

*pricing concessions available when bundled with subscription offerings. 

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