Blue Water Capital Management provides ongoing portfolio management and financial planning services tailored to each client's specific goals, time horizon, and risk tolerance. Blue Water Capital Management constructs personalized investment strategies using modern portfolio theory, primarily recommending exchange-traded funds and mutual funds, alongside individual stocks, bonds, real estate funds, and alternative investments. For portfolio management, the firm requests the authority to make trades without asking first. In addition to managing accounts held directly at custodians like Charles Schwab, Blue Water Capital Management uses third-party platforms to help manage held-away assets such as workplace retirement plans. Financial planning services cover areas such as retirement, taxes, insurance, and estate planning. Blue Water Capital Management serves individuals, high-net-worth clients, and charitable organizations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.80% |
| $2.0M - $4.0M | 0.60% |
| $4.0M - $8.0M | 0.40% |
| $8M+ | 0.20% |
There is a minimum quarterly fee of $2,500. Households with less than $1.25 million may be subject to a minimum balance fee higher than the standard schedule. Flat fees are also available upon request.
