Bluestone Financial Advisors provides personal CFO services to entrepreneurs, focusing on long-term financial strategy, capital allocation, risk management, and financial organization. Services include financial planning, consulting, and investment management. Bluestone offers project-based and retainer-based services, recommending the project service first to allow clients to evaluate the firm. Bluestone may recommend third-party resources like accountants and attorneys, but does not receive compensation from them.
Fee Structure
Investment management is offered as part of Bluestone Financial Advisors' retainer service. The firm may manage investments with or without discretion. The fees for investment management are included in the overall fixed monthly retainer fee, which ranges from $1,000 to $6,000 per business owner or partner, depending on the complexity of their financial situation. This fee is separate from brokerage commissions and other charges imposed by financial institutions.