Advisor at Black Diamond Financial, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Black Diamond Financial, LLC
Location
Lutherville, MD 21093
Credentials
CFP®, Series 65
Industry experience
12 years
David Zinreich is a CFP® and holds a Series 65 license with 12 years of industry experience. He has been with Black Diamond Financial, LLC since 2013 and also operates Zinreich Equities. Black Diamond Financial, LLC serves individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and business entities. The firm focuses on asset allocation and low-cost, tax-efficient, index-based strategies, supplementing public market exposure with institutional-quality private investments when appropriate.
Based on Black Diamond Financial, LLC
Based on Black Diamond Financial, LLC
Negotiated fixed fees for comprehensive financial plans
Up to 0.85% per annum on assets with tiered decreasing rates as assets increase
$300 per hour for financial planning services
Account minimum: $1,000,000 Minimum fee: $3,000 annually or 3%, whichever is less; may be negotiable Fee-only: Fee-only registered investment adviser; fees are advisory fees without commissions
2330 West Joppa Road, Suite 320
Lutherville, MD 21093
Maryland · Oregon
Black Diamond Financial
2013 - Present (13 years)
Zinreich Equities
2013 - Present (13 years)
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Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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