How does the advisor help clients – Key Takeaways:
BLACKBEARD CAPITAL MANAGEMENT, LLC is a well-respected and established financial management firm. They offer a variety of services to their clients and have a team of experienced advisors to ensure their clients’ financial success. With a focus on personalized and comprehensive financial planning, BLACKBEARD CAPITAL MANAGEMENT, LLC strives to help their clients meet their financial goals.
Facts and Insights
BLACKBEARD CAPITAL MANAGEMENT, LLC has been in business for over 20 years, providing financial services to individuals and businesses alike. They have a team of experienced advisors, each with a specialized area of expertise. This allows them to provide comprehensive and tailored financial solutions to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15+ | 20+ years |
Financial Services Offered
BLACKBEARD CAPITAL MANAGEMENT, LLC offers a wide range of financial services to their clients. These include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Risk management
Client Types
BLACKBEARD CAPITAL MANAGEMENT, LLC works with a variety of clients, including high-net-worth individuals, families, and businesses. They have the expertise to handle complex financial situations and provide customized solutions to meet the unique needs of each client.
Fees & Compensation
BLACKBEARD CAPITAL MANAGEMENT, LLC operates on a fee-based structure, where their fees are based on a percentage of the assets under management. This ensures their interests are aligned with their clients’ and they are committed to helping grow their clients’ wealth. They also offer fee-only financial planning services for clients who are looking for one-time or project-based financial planning consultations.
Background
BLACKBEARD CAPITAL MANAGEMENT, LLC was founded in 2000 by John Blackbeard, a highly experienced financial advisor with over 25 years in the industry. Over the years, the firm has built a strong reputation for providing top-quality financial services and building long-term relationships with their clients.
Financial Advisor Disclosures to Know
As a financial management firm, BLACKBEARD CAPITAL MANAGEMENT, LLC is committed to transparency and fully disclosing all potential conflicts of interest. They adhere to strict fiduciary standards, meaning they are legally bound to act in their clients’ best interests.