Blair Investments offers investment advice to high net worth individuals and trusts. Blair Investments' services are limited to exchange listed securities, securities traded over the counter, foreign issuers, mutual fund shares, United States government securities, municipal securities, options contracts on securities, and interests in partnerships. Investment advice is tailored to each client's goals, risk tolerance, and experience. Blair Investments does not have authority to make trades without asking first.
Assets Under Management$12M
Clients4
AdvisorsN/A
Avg. per Client$3M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.50% |
Fees are nonnegotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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