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Blackwater Financial

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Total assets under management

$19,670,000

Total clients

19

58% high-net worth

Total advisors

1

of 1 employees

Firm size

Independent

1 advisor

Average clients per advisor

19

Average account size

$1,035,263

Client services

Financial planning Portfolio management Selection of other advisers

Fee options

Fixed

Ongoing Financial Planning fees range from $400 to $1,250 per month; initial financial planning fee from $1,000 to $3,000; Project-Based Financial Planning fixed fees range from $1,000 to $7,000

Percentage

Up to 2.00% of assets under management, negotiable based on complexity and financial planning needs

Other

Minimum fee: Minimum engagement fee starts at $4,900 per household per year, which can be paid as a planning fee, AUM fee, or combination Fee-only: Financial planning fees only; includes ongoing financial planning and project-based financial planning fees

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Blackwater Financial

Fairmont WV, United States

Number of offices

1

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook X Instagram Website 304-314-4249

Advisors at this firm

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Todd L

CFP®

Fairmont, WV

Blackwater Financial

I’m a Certified Financial Planner and the founder of Blackwater Financial. I’ve spent a decade working in wealth management and creating financial plans. I’ve worked in firms big and small, and with clients from every walk of life. I’ve served engineers, physicians, graphic designers, attorneys, teachers, college professors, tech workers, blue collar workers and many, many more. I’ve held the titles of Financial Advisor, Team Leader, and Director of Financial Planning. Most importantly, I love what I do and genuinely enjoy coming to work everyday. During the first decade of my career, I became very disenchanted with the way most advisors serve clients who are still in the wealth accumulation stage of life. I created Blackwater Financial to fix this problem.

Business ownership considerations Business exit / sale strategy Tax strategies for small businesses Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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