Advisor at Black Diamond Financial, LLC
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Firm
Black Diamond Financial, LLC
Location
Lutherville, MD 21093
Credentials
Series 65
Industry experience
26 years
Jeffrey Nattans is a financial advisor at Black Diamond Financial, LLC with 26 years of industry experience. He holds a Series 65 designation and previously worked at Legg Mason & Co LLC and Sagamore Ventures. Outside of his advisory role, he serves as Chair of the Board of Trustees at Calvert Hall College High School and is on the boards of Catholic Charities of Baltimore and the Knott Scholarship Funds, participating in their finance and investment committees. Black Diamond Financial advises individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing portfolio management, financial planning, and ERISA plan services. The firm emphasizes asset allocation and tax-efficient, index-based strategies complemented by selective private investments, conducting regular account reviews and custodial reporting.
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
Black Diamond Financial
2023 - Present (3 years)
Self Employed
2022 - 2023 (1 year)
Sagamore Ventures
2021 - 2022 (1 year)
Legg Mason & Co LLC
2006 - 2021 (15 years)
Legg Mason Investor Services, Llc
2006 - 2021 (15 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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