Black Diamond Advisory Partners
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$23,675,290
Clients
34
24% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
34
TypicalAverage account size
$696,332
About
Black Diamond Advisory Partners serves individual investors, trusts, corporations and employer-sponsored retirement plans, delivering comprehensive portfolio management, standalone financial planning and retirement-plan consulting as well as portfolio monitoring. The firm manages client accounts on a discretionary basis and also offers hourly financial consultations and written financial plans.
Investment decisions are informed by a mix of analytical methods — including fundamental, technical, quantitative and sector analysis — and the firm uses asset-allocation approaches ranging from strategic to tactical and core-satellite, with the ability to employ options and both short- and long-term holdings. Portfolios are monitored and rebalanced regularly, with at least annual reviews and the firm’s standard custody recommendations to qualified custodians.
What distinguishes this firm from many similarly sized independent advisers is its ongoing work with pension and profit-sharing plans and delivery of retirement-plan consulting services, plus its advisors’ role as licensed insurance agents who may recommend insurance products (a disclosed potential conflict). The brochure also notes the firm previously sponsored a wrap-fee program that is no longer offered and discloses consent orders in 2022–2023 addressing state registration and leveraged/inverse ETF compliance.
Client services
Financial planning
Portfolio management
Pension consulting
Portfolio monitoring
Expertise
Options & derivatives strategies
Fee options
$0+: up to 1.85% annually (Comprehensive Portfolio Management) $0+: up to 0.85% annually (Retirement Plan Consulting) $0+: up to 0.25% annually (Portfolio Monitoring)
Up to $350 per hour for Financial Planning & Consulting services
Fee-only: Hourly fees up to $350 per hour for Financial Planning & Consulting services
Main office location
Black Diamond Advisory Partners
Chesterbrook PA, United States
Number of offices
1
Most active in
Black Diamond Advisory Partners has reported serving >5 clients in these states in the last 12 months.
Delaware · Pennsylvania · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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