Business Description
Located in Austin, Texas, Blackhaw Wealth Management is a Registered Investment Advisor that provides wealth consultation and investment advisory services to individuals, families and foundations. Our firm is both platform-independent and product-independent, allowing us to consider a broad range of investment opportunities and create tailored investment solutions, which traditional stock or fund brokers are typically not able to offer. As a fee-only advisor, our compensation comes directly from our clients, insuring that there is never a conflict of interest.
General Information Gender:    Male CRD#:    5654993 Firm CRD#:    149953 Name of Broker/Dealer:    Schwab Institutional Name of Custodial Firm:    Schwab Institutional States Licensed in:    TX States Willing to do Business in:    TX Years of Experience in Financial Services:    6 Number of Years with Current Firm:    0 I work with the following types of clients:    Businesses, Non-Profit Organizations, Individual Investors
Services Investment Types:    Exchange Traded Funds (ETFs), Alternative Investments, FOREX & Currency, Mutual Funds, Stocks, Bonds
Qualifications & Memberships Certifications, Accreditations & Designations:    Chartered Financial Analyst (CFA) Non-Financial Organization Memberships:    CFA Institute
Firm Information Number of Advisors in Office:    Up to 10 employees
Compliance Registered Investment Advisor:    Yes Investment Advisor Representative:    Yes Compliance Disclosures in Last 5 years:    I have a clean record Criminal Disclosures in Last 5 years:    I have a clean record
Compensation & Fees I am a fee-only financial professional:    Yes Minimum Portfolio Size for New Managed Accounts:    $500,000 Compensation Methods:    Based on Assets Additional Details on Charges:    Fees are variable based on the level of assets
Prepared By:	Ian McAbeer CFA

Frequently Asked Questions

Q.	What are your qualifications? What is your education background?

Q.	What is your approach to financial planning?

Q.	What services do you offer?

Q.	How are you compensated? How will I pay for your services?

Q.	If you are going to manage my account, will you obtain my permission every time you buy or sell something?

Q.	Do you offer any guaranteed results?

Q.	How much risk should I be willing to take?

Q.	Have you ever been charged with any breaches?

Q.	What financial institution(s) do you represent?

Q.	How do you charge for your services?

Q.	Do you provide a free initial consultation?

Q.	Why should I choose you as my financial advisor?

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Q.	What are your qualifications? What is your education background?
I am Chartered Financial Analyst ("CFA"), which is one of the most difficult credentials to achieve within the financial services industry, requiring completion of 3 exams taken over a period of at least 2 years, as well as 4 years of professional experience in an investment decision-making role. I have a Bachelor of Science (B.S.) degree and a Masters in Business Administration (MBA) degree.

Q.	What is your approach to financial planning?
We provide a high level of service and develop customized solutions based on the needs of each client. We do not utilize cookie cutter investment portfolios, such as "conservative" or "aggressive". Rather, we work with each client in a manner similar to a custom home builder: we start from scratch, focus on each client’s objectives, and create an investment plan that is tailored accordingly.

Q.	What services do you offer?
We offer investment management services to affluent individuals, families, and foundations. We do not offer insurance or estate planning services, but can assist our client to identify highly qualified professionals that can assist in these areas, and we will coordinate the investment management activities as appropriate.

Q.	How are you compensated? How will I pay for your services?
As a fee-only investment advisor our compensation comes exclusively from our clients. We neither receive nor accept brokerage commissions, revenue sharing arrangements, referral fees, or any other form of compensation. This ensures that there is never a conflict of interest between us and our clients.

Q.	If you are going to manage my account, will you obtain my permission every time you buy or sell something?
No, we strongly prefer to manage discretionary accounts only. However, the decisions to buy or sell something within a client's account will be based on the mutually determined investment policy, so a client will always understand the context in which the buy and sell investment decisions are being made, and may at any time ask us for additional information regarding any specific decision.

Q.	Do you offer any guaranteed results?
No.

Q.	How much risk should I be willing to take?
The level of risk you should be willing to take is entirely up to you. However, in the very least, we will work with each client to ensure that their investment policy is focused on preservation of purchasing power. In other words, you must take enough risk to overcome the real loss of wealth that occurs as a result of inflation.

Q.	Have you ever been charged with any breaches?
No.

Q.	What financial institution(s) do you represent?
None – Blackhaw Wealth Management is a product-independent investment advisor and does not represent any financial institution. Having complete independence allows us to evaluate a broad range of investment opportunities and create tailored solutions for our clients, using only best-in-class funds and financial products.

Q.	How do you charge for your services?
Our advisory fee is tiered, capped at 1% and declining, based on the level of assets under management. As a fee-only investment advisor we are paid by our clients for the investment management services we provide. We never accept sales commissions, referral fees, or any other form of compensation. This ensures that our interests are always our clients’ interests.

Q.	Do you provide a free initial consultation?
Absolutely. We will provide as many free consultations as you need to get comfortable with us and our investment approach. We will speak with you via phone, e-mail, and travel to meet with you directly. We recognize the importance of this decision for our clients and encourage them to spend as much time as necessary to get to know us.

Q.	Why should I choose you as my financial advisor?
You should choose Blackhaw Wealth Management as your financial advisor because we have many years of professional experience making investment decisions for wealthy clients. We are an independent, service-oriented firm and our mission is to be your chief investment officer, a trusted advisor, and a lifetime partner. Please contact us to learn more about how we can work together.