A complete list of active advisors currently associated with Blackdiamond Wealth Management, LLC
Warmer can help you find a great advisor at Blackdiamond Wealth Management, LLC or one who fits your needs even better.
BlackDiamond Wealth Management LLC provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, corporations and retirement plans. The firm manages roughly $424 million in client assets through a team of seven advisors and serves several hundred client relationships. The firm emphasizes customized, primarily long-term portfolios built from low-cost mutual funds and ETFs but notes it may also use individual stocks, bonds, options contracts and margin where appropriate; it may select institutional share classes and employ unaffiliated independent managers for portions of client portfolios. BlackDiamond states it delivers ongoing oversight and periodic client reporting that includes holdings, allocations and performance information as part of its advisory relationship. Compared with many peers, the firm’s brochure discloses a prior regulatory settlement involving a partner in 2013 for removal of client documentation, resolved with a $5,000 fine, which is an uncommon disclosure event for firms of this size. The brochure also specifically states the advisor may utilize derivatives (options) and borrowing (margin) in client accounts and documents its practice of providing performance reporting — practices that are statistically less common among similar team firms.
To learn more about the advisors currently working at Blackdiamond Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
New York, NY
| 8
| |
New York, NY
| 37
| |
New York, NY
| 22
| |
New York, NY
| 18
| |
Fenwick Island, DE
| 7
| |
New York, NY
| 8
| |
New York, NY
| 14
|
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