Blake Wealth Strategies
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,527,129
Total clients
29
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
29
Average account size
$121,625
About
The firm provides investment advisory and financial planning services to individuals, trusts, estates, and business entities and manages roughly $3.5 million for a small client base. Offerings include discretionary portfolio management through a third‑party platform (Orion Portfolio Solutions), referrals to external money managers, standalone financial planning, and services for qualified retirement plans.
Advice and portfolio oversight are delivered directly by the firm’s advisory principal and typically use third‑party managers and custodial reporting; accounts are reviewed on a regular schedule with quarterly reporting to clients. Financial planning work draws on cash‑flow, tax, risk‑management and estate considerations and portfolios emphasize fundamental analysis and longer‑term purchase strategies tailored to client objectives and any written restrictions.
Distinctive features include an affiliated insurance business: the principal is a licensed insurance agent and spends a substantial portion of time on that activity, a relationship the firm discloses and manages as a potential conflict. The firm also provides pension consulting and may act as either a 3(21) or 3(38) fiduciary for retirement plans, and it receives referral compensation from third‑party managers—arrangements the firm discloses and monitors.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Active portfolio management
Fee options
Financial planning fixed fee up to $500.
$0+: 1.00% annually (Blake Wealth Strategies asset management fee via Orion Portfolio Solutions program) All Assets+: 2.00% annually total fee for Gradient Investments Strategic Portfolios (1.00% GI + 1.00% BWS) All Assets+: 1.80% annually total fee for Gradient Investments Tactical Portfolios (0.80% GI + 1.00% BWS) All Assets+: 1.70% annually total fee for Gradient Investments Allocation & Defined Outcome Portfolios (0.70% GI + 1.00% BWS) All Assets+: 1.00% annually total fee for Gradient Investments Preservation Portfolios (0.40% GI + 0.60% BWS)
Advisors are licensed insurance agents and may receive commissions on insurance products; conflicts of interest disclosed.
Fee-only: Fixed fee up to $500 for financial planning; fees due upon delivery of plan; fee may be waived if plan implemented through BWS.
Main office location
Blake Wealth Strategies
Grand Forks ND, United States
Number of offices
2
Most active in
Blake Wealth Strategies has reported serving >5 clients in these states in the last 12 months.
Minnesota · North Dakota
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:
-
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.
-
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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