Blume Capital Management offers investment management on a discretionary basis, including financial goal setting, risk assessment, and asset allocation. They also provide standalone financial planning and consulting services for a separate fee, covering investment and non-investment matters like estate and insurance planning. Blume Capital may recommend unaffiliated private investment funds to qualified clients. Clients are responsible for notifying Blume Capital of any changes to their financial situation or investment objectives.
Assets Under Management$700M
Clients234
Advisors4
Avg. per Client$3M
Avg. per Advisor$170M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.60% |
Fees may be negotiable on a case-by-case basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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