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Jeffrey Black

Advisor at Black Capital, LLC

Updated today

Location

Cortez, CO 81321

Credentials

Series 65

Industry experience

13 years

About

Jeffrey Black is the sole advisor at Black Capital, LLC, an independent firm based in Cortez, Colorado. He holds a Series 65 designation and has 13 years of industry experience. In addition to his advisory role, he serves as an assistant professor at the University of Memphis. Black Capital, LLC provides financial planning and individualized portfolio management primarily for individual clients, including high-net-worth and business clients. The firm emphasizes passive investments and Modern Portfolio Theory to build diversified portfolios tailored to clients’ goals, using a range of asset classes and instruments.

Client services

Based on Black Capital, LLC

Financial planning Portfolio management

Expertise

Based on Black Capital, LLC

Passive / index investing

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Fee options

Fixed

Financial Planning Services Fees: $300 or $500 for financial plan, $150 or $300 for review of financial plan

Percentage

1.00% annually (0.25% per quarter)

Project-based

$200 per hour for additional financial planning research or services

Other

Fee-only: Financial Planning Services: $300 for plan (with portfolio management), $500 for plan (without portfolio management), $150 or $300 for plan review, $200 per hour for additional research/planning

Location

525 N. Broadway

Cortez, CO 81321

Most active in

Colorado

Work history

University Of Memphis

2017 - Present (9 years)

Black Capital, LLC

2012 - Present (14 years)

UNIVERSITY of OKLAHOMA

2012 - 2017 (5 years)

Disclosures

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

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Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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