BlueSail Advisors provides financial planning and investment advisory services to individuals and families. Services include asset allocation, mutual fund selection, monitoring of existing investments, tax planning, estate planning, risk management, retirement planning, education planning, and business development needs. BlueSail Advisors does not sell insurance or investment products and does not accept commissions.
Assets Under Management$26M
Clients25
Advisors1
Avg. per Client$1M
Avg. per Advisor$26M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $5.0M | 0.65% |
| $5M+ | 0.35% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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