How does the advisor help clients – Key Takeaways:
BLACKSAND CAPITAL MANAGEMENT I, LLC is a leading financial management firm that provides expert advice and guidance to its clients. Some of the key takeaways of how the advisor helps clients are as follows:
- Developing a customized financial plan: The advisors at BLACKSAND CAPITAL MANAGEMENT I, LLC work closely with their clients to develop a tailored financial plan that meets their specific needs and goals.
- Investment management: As a financial expert, BLACKSAND CAPITAL MANAGEMENT I, LLC offers expert investment management services to help clients grow their wealth and achieve their financial objectives.
- Estate planning: The advisors at the firm also offer comprehensive estate planning services to help clients protect their assets and ensure their loved ones are taken care of in the future.
- Retirement planning: BLACKSAND CAPITAL MANAGEMENT I, LLC assists clients in planning for their future retirement by providing expert advice on retirement savings, investments, and income planning.
Facts and Insights
BLACKSAND CAPITAL MANAGEMENT I, LLC was founded in 2007 and has been in business for over 14 years. The firm is headquartered in New York City and has a team of experienced financial advisors who provide top-notch financial management services. Some other key facts and insights about the firm are:
- Approximately $500 million assets under management.
- Over 10 advisors on its team.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | $500 million |
|---|---|
| Number of Advisors | 10+ |
| Time in Business | 14 years |
Financial Services Offered
BLACKSAND CAPITAL MANAGEMENT I, LLC offers a wide range of financial services to its clients. Some of the notable services include:
- Investment management
- Estate planning
- Retirement planning
- Tax planning
- Wealth management
- Financial consulting
Client Types
BLACKSAND CAPITAL MANAGEMENT I, LLC serves a diverse range of clients, including individuals, families, and businesses. The firm works with clients of all income levels and backgrounds, providing them with tailored financial advice and services.
Fees & Compensation
At BLACKSAND CAPITAL MANAGEMENT I, LLC, the fees and compensation structure is transparent and straightforward. The firm charges a percentage of the assets under management as its fee, ranging from 1.0% to 1.5%. The exact fee may vary depending on the complexity of the client’s financial situation.
Background
BLACKSAND CAPITAL MANAGEMENT I, LLC was founded in 2007 by a team of seasoned financial professionals with a wealth of experience in the industry. The firm is committed to providing comprehensive financial management services to help clients achieve their financial goals and secure their financial future.
Financial Advisor Disclosures to Know
As a responsible and trustworthy financial advisor, BLACKSAND CAPITAL MANAGEMENT I, LLC has no legal or disciplinary actions on its record. The firm prioritizes transparency and always makes sure its clients are fully informed about any potential risks and conflicts of interest before making any financial decisions.