Blue Fin Capital manages investment portfolios on a discretionary basis, meaning Blue Fin Capital makes trades on your behalf without needing your prior approval for each individual transaction. Blue Fin Capital tailors its investment strategy to your personal goals, risk tolerance, tax situation, and time horizon. The core investment approach primarily utilizes individual stocks, bonds, and exchange-traded funds. Additionally, Blue Fin Capital provides financial planning services at no extra cost to portfolio management clients, evaluating your overall financial situation, cash flow, and future retirement needs. Blue Fin Capital also manages 529 college savings plans. Blue Fin Capital primarily serves high-net-worth individuals, families, trusts, estates, and business retirement plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2M+ | 0.85% |
Fees are negotiable depending on individual client circumstances. Family member accounts living in the same household may be combined to reach lower fee tiers.