Blake Wealth Strategies
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About
Blake Wealth Strategies serves individual investors, trusts, estates and business entities, and also works with qualified retirement plans. The firm provides discretionary portfolio management through Orion Portfolio Solutions, refers clients to third‑party managers for specialized strategies, and offers financial planning and retirement‑plan consulting.
The firm implements client strategies by enrolling accounts in third‑party programs (including Orion and Gradient Investments) and monitoring those managers’ performance and reporting, while documenting client goals and suitability. Like many independent advisers it delivers ongoing account reviews, rebalancing and personalized financial plans, and uses fundamental analysis and longer‑term investment approaches where appropriate.
What is distinctive about the firm is its combination of retirement‑plan consulting (acting as either a limited 3(21) advisor or a discretionary 3(38) investment manager) and an affiliated insurance practice; the owner operates as a licensed insurance agent and offers insurance products alongside advisory services. The firm also discloses and manages referral and incentive arrangements with third‑party managers, and aims to deliver financial plans on a defined timeline while serving a relatively small client base.
Client services
Expertise
Fee options
Fixed fee of no more than $500 for financial planning services (may be waived if plan implemented through BWS). $300 quarterly technology fee for Gradient Investments accounts.
$0+: 1.00% annually for asset management through Orion Portfolio Solutions (negotiable) $0+: 2.15% annually for Gradient Investments Custom Indexing - Strategic portfolio (includes 1.00% BWS fee + 1.15% GI fee) $0+: 2.00% annually for Gradient Investments Strategic portfolio (1.00% BWS fee + 1.00% GI fee) $0+: 1.85% annually for Gradient Investments Custom Indexing - Allocation portfolio (1.00% BWS fee + 0.85% GI fee) $0+: 1.70% annually for Gradient Investments Allocation, Tactical, Defined Outcome portfolios (1.00% BWS fee + 0.70% GI fee) $0+: 1.50% annually for Gradient Investments Private Wealth portfolio (1.00% BWS fee + 0.50% GI fee) $0+: 1.00% annually for Gradient Investments Preservation portfolio (0.60% BWS fee + 0.40% GI fee)
Investment Advisor Representatives receive commissions for insurance products sold as licensed insurance agents.
Main office
Grand Forks ND
Advisors at this office
1
Most active in
Minnesota · North Dakota
Also doing business as
Blake Wealth Strategies · Blake, Jason Earl
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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