Blank Capital Partners LLC has applied for registration as an investment adviser with the Minnesota Department of Commerce. Registration is pending. This website is for informational purposes only.
Our Approach
Discipline over impulse.
We believe lasting wealth is built through a disciplined, research-driven process — not market timing, not speculation, and not chasing headlines. The following describes the approach Blank Capital Partners intends to take upon registration approval.
Services
What we do.
Investment Management
Discretionary portfolio management through Separately Managed Accounts at Schwab. We construct and maintain diversified portfolios aligned to your specific objectives, risk tolerance, and time horizon.
Financial Planning
Comprehensive analysis of your overall financial picture — retirement projections, cash flow modeling, and long-term wealth preservation strategies integrated with your investment plan.
Tax Strategy
Tax-aware portfolio construction, loss harvesting, and coordination with your CPA to minimize drag and maximize after-tax returns across your full financial picture.
Estate Architecture
Structuring around multi-generational preservation — coordinating with your estate attorney on titling, beneficiary designations, and wealth transfer strategies.
Investment Philosophy
Your account. Your custodian. Full transparency.
Every client portfolio is held in a Separately Managed Account at Schwab Advisor Services. There are no commingled funds, no lockups, and no fund wrappers. You retain full ownership and visibility into every position, every trade, and every fee.
Diversified Construction
Portfolios are constructed across asset classes with disciplined risk controls — sector concentration limits, position sizing guidelines, and systematic rebalancing.
Best Execution
We have a fiduciary duty to seek the best execution for every transaction. Execution quality is evaluated periodically across price, speed, and total cost of implementation.
Ongoing Suitability
Client portfolios are reviewed regularly to ensure alignment with stated objectives and risk tolerance. We reach out at least annually to confirm your investment profile remains current.
Fee Structure
Transparent and aligned.
Our maximum annual advisory fee is 1.25% of assets under management, billed monthly in arrears. The actual fee rate is determined based on the complexity of services, the level of assets under management, and the overall client relationship. Specific fee rates are documented in each client's Investment Advisory Agreement.
We do not charge performance-based fees, and we do not receive commissions or third-party compensation of any kind. The general minimum account size is $500,000, which may be waived at the Advisor's discretion.
Maximum Annual Rate
1.25% of AUM
Billing
Monthly in arrears
Performance Fees
None
Commissions
None
Account Minimum
$500,000