Blameuser Asset Management offers active portfolio management and comprehensive financial planning services for individuals, families, and small businesses. Robert F Blameuser manages accounts on either a discretionary or non-discretionary basis, utilizing a combination of fundamental and technical analysis to invest in cash equivalents, mutual funds, exchange-traded funds, individual stocks, bonds, options, and short positions. The financial planning process involves a multi-step approach covering goal setting, data gathering, financial analysis, and written recommendations addressing family details, taxes, assets, liabilities, insurance, and retirement objectives. Blameuser Asset Management also offers performance-based fee arrangements for qualified clients and can assist with insurance products.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 3.00% |
| $100K - $250K | 2.50% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1M+ | 1.50% |
Fees are negotiable and subject to a $35.00 monthly minimum fee for accounts under $100,000. Performance-based fee options are available for qualified clients with higher rates.