Blue Fin Capital offers tailored investment advice and discretionary portfolio management services. They meet with clients to determine their investment objectives and risk tolerance, then customize an investment portfolio. Blue Fin also provides complimentary financial planning services. They primarily advise on equity and fixed income securities and Exchange Traded Funds.
Assets Under Management$650M
Clients418
Advisors2
Avg. per Client$1.6M
Avg. per Advisor$330M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2M+ | 0.85% |
Existing clients are grandfathered in under their old fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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