Black Sea Gold Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Black Sea Gold Advisors LLC provides individualized portfolio management and comprehensive financial planning services to individuals and a range of institutional clients. Services include retirement planning, estate and tax planning, cash flow and debt management, and explicit pension consulting and oversight for pension and profit-sharing plans.
The firm primarily constructs passively managed portfolios using index mutual funds and ETFs to capture asset-class exposures, while its investment analysis also incorporates fundamental, technical, cyclical and charting methods. It manages discretionary accounts, may refer clients to third‑party managers, and monitors those managers’ holdings, strategies, and compliance as part of its ongoing oversight.
Distinctive for a single‑advisor firm with roughly $17.1 million in discretionary assets and about 30 client relationships, Black Sea Gold works with institutional-type clients (including pension and municipal entities) in addition to individual and high‑net‑worth investors, a client mix that is less common among peers. The firm participates in an institutional custody program for trade execution and operational support, votes client proxies unless instructed otherwise, and integrates multi‑topic financial planning into its advisory process.
Client services
Expertise
Fee options
$0 - $100,000: 0.75% $100,001 - $500,000: 0.60% $500,001 - $1,000,000: 0.45% $1,000,000+: 0.35%
Main office
61 Barberry Rd
Kingston NY 12401, United States
Offices (1)
Most active in
New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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