The Blakeley Group Inc

The Blakeley Group Inc. is a registered investment adviser based in California, established in 2009 by Dick Eugene Blakeley, who serves as the President, CCO, and CEO. The firm specializes in portfolio and wealth management, offering personalized asset management services based on individual client needs. They manage advisory accounts on a discretionary basis, guided by client objectives such as capital appreciation, growth, income, or a combination. The firm conducts quarterly portfolio reviews and rebalances as needed. For portfolio management services, The Blakeley Group charges an annual fee based on a percentage of assets under management, with a minimum initial investment of $250,000. The firm may recommend retirement rollovers to IRAs managed by them, earning asset-based fees. As fiduciaries, they are obligated to act in clients' best interests, avoiding conflicts of interest and providing transparent fee structures. The firm uses various methods of analysis, including charting, technical analysis, fundamental analysis, cyclical analysis, and Modern Portfolio Theory. Investment strategies include long-term and short-term purchases. The Blakeley Group does not accept performance-based fees or engage in side-by-side management. Clients have the option to grant investment discretion to the firm. Dick Eugene Blakeley has a background in math, music, and finance, with extensive experience in the financial industry. The firm does not have any disciplinary history or material financial conditions that could impact client services.