Blackston Financial Advisory Group, LLC

Blackston Financial Advisory Group, LLC is a Limited Liability Company established in July 2012 by David Southwick Blackston. The firm offers portfolio management services tailored to individual client goals, risk tolerance, and time horizon. Services include investment strategy, asset allocation, and regular portfolio monitoring. Clients may grant discretionary authority for BFG to select securities and execute transactions without prior approval. BFG operates as a fiduciary, prioritizing clients' interests and avoiding practices that advantage/disadvantage portfolios. The firm directs clients to third-party advisers for asset management and charges fees based on total assets under management. BFG's investment strategies focus on long-term trading and utilize fundamental, quantitative, and technical analysis. The firm primarily advises individuals and high-net-worth individuals, with no minimum account size required. Fees are negotiable and based on a tiered structure, with annual fees ranging from 0.50% to 1.50% based on total assets. BFG does not participate in wrap fee programs and has assets under management totaling $254,726,877 for discretionary amounts and $45,780,047 for non-discretionary amounts as of December 31, 2024.