Black Sea Investment Group fees and pricing

Financial planner in North Richland Hills, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated December 4, 2023, Black Sea Investment Group charges $150 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed December 4, 2023. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150/hr; “The total charge will be $150/hr multiplied by 2.25 hrs = $337.5.”

Payment and refund terms, quoted from the fee section of the brochure.

“Partial hours will be billed pro-rated in 15 minute increments.”
“Charges will be billed and payable after services are rendered.”
“Management Fees are charged either to client’s assets or billed separately depending on preference of each client. 5.C.”

Its hourly rate of $150 is below the Texas median of $275. 3% of the 468 other Texas planners that publish an hourly rate charge less.

“At Black Sea Investment Group we offer comprehensive investment management and financial planning services.”

From the firm's description of its advisory business in its Form ADV brochure.

Principal: Yashar Samandarli
Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2023 (3 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 2.99% a year
Employees: 1
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $110,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 327494
Phone: (682) 263-7732

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.