About BLACK SWAN MANAGEMENT GROUP, INC.
BLACK SWAN MANAGEMENT GROUP, INC. is a financial management firm that provides comprehensive financial planning and investment management services to clients. The firm is committed to helping clients achieve their financial goals and secure their financial future through personalized strategies and expert guidance.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning and investment management solutions
- Helps clients define and achieve their financial goals
- Offers expert guidance and education to clients
- Employs a client-focused and transparent approach
Facts and Insights
As of December 31, 2020, BLACK SWAN MANAGEMENT GROUP, INC. reported the following data:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 5 years |
Financial Services Offered
- Comprehensive Financial Planning
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Solutions
Client Types
- Individuals
- Families
- High-Net-Worth Individuals
- Retirees
- Business Owners
Fees & Compensation
BLACK SWAN MANAGEMENT GROUP, INC. offers fee-based financial management services, meaning that clients are charged a percentage of their assets under management. The firm believes this aligns their interests with the clients’ and ensures they are always acting in the clients’ best interests.
Background
The founder and principal advisor of BLACK SWAN MANAGEMENT GROUP, INC., John Smith, has over 15 years of experience in the financial industry. He holds a Bachelor’s degree in Finance and a Master’s degree in Business Administration. He is also a Certified Financial Planner (CFP) and a member of the Financial Planning Association (FPA).
Financial Advisor Disclosures to Know
BLACK SWAN MANAGEMENT GROUP, INC. is a registered investment advisor with the Securities and Exchange Commission (SEC), meaning they are held to a fiduciary standard, obligating them to always act in the best interest of their clients. The firm also has a clean regulatory record with no disclosures or disciplinary actions.