Advisor at James I. Black & Company
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
James I. Black & Company
Location
Lakeland, FL 33801
Credentials
Series 66
Industry experience
50 years
Gerald Black is a financial advisor at James I. Black & Company with 50 years of industry experience. He holds a Series 66 designation and has worked at the firm since 1975. His prior experience includes roles at ITB Capital Management and ITB Capital Advisors, where he has been active since 2005. Outside of finance, he is a managing partner of an art studio. James I. Black & Company provides wealth management, portfolio management, and financial planning services to individuals, pension and profit-sharing plan participants, guardianships, trusts, and estates. The firm manages approximately $144 million in assets across about 130 clients, offering customized and model portfolio solutions with holdings that typically include equities, ETFs, mutual funds, and various fixed income securities.
Based on James I. Black & Company
Fixed financial planning fees range from $2,500 to $5,000, potentially higher with client notification
$0 - $1,000,000: 1.00% per year $1,000,001 - $2,000,000: 0.75% per year $2,000,001 - $5,000,000: 0.50% per year $5,000,001+: 0.40% per year
Brokerage commissions on securities sales if client elects to purchase securities through firm's broker-dealer
Hourly financial planning consulting fees range from $300 to $500 per hour
Account minimum: $50,000 (minimum to open and maintain an advisory account; may be waived at firm discretion) Fee-only: Financial planning fixed fees $2,500 to $5,000 (may exceed $5,000 with notice); hourly fees $300 to $500 per hour, minimum 5 hours
311 South Florida Avenue
Lakeland, FL 33801
Florida
AR Fund Management, LLC
2012 - 2020 (8 years)
ITB Capital Management
2005 - Present (21 years)
ITB Capital Advisors, LLC
2005 - Present (21 years)
James I. Black & Company
1975 - Present (51 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Accountant / CPA / tax prep
They offer tax and accounting 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.
CFA®, Series 66
Winter Haven, FL
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Series 63, Series 65
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IPLAN
CFP®, Series 63
Lakeland, FL
Henley Advisors, LLC
Series 63, Series 65
Valrico, FL
AFT, Forsyth and Company, Inc.
Series 63, Series 65
Lakeland, FL
Capstone Wealth Management Corp.
CFP®
Lakeland, FL
James I. Black & Company
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