Bluestone Wealth Management provides wealth management services to individuals, high-net-worth individuals, trusts, estates, and charitable organizations. Bluestone offers customized investment advisory solutions through personal contact and interaction, providing investment management and related advisory services. Bluestone works with clients to identify their investment goals, risk tolerance, and financial situation to create a portfolio strategy. Bluestone also provides financial planning services, including investment, retirement, estate, charitable, education, and business/personal financial planning. Bluestone may refer clients to accountants, attorneys, or other specialists.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable at the sole discretion of Bluestone. Certain Clients may pay fixed fees not to exceed 1.00% of assets under management.