Advisor at James I. Black & Company
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Firm
James I. Black & Company
Location
Lakeland, FL 33801
Credentials
CFP®
Industry experience
43 years
John Christian is a CFP® professional with 43 years of experience in the financial industry. He has been with James I. Black & Company since 1988, serving as a vice president of the affiliated broker-dealer. 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 for about 130 clients, offering customized and model portfolio solutions with a range of securities while maintaining primarily non-discretionary accounts.
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
James I. Black & Company
1988 - Present (38 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.
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