Blue Point Investment Management manages investment portfolios for individuals, IRAs, trusts, and institutions. Blue Point uses a growth-at-a-reasonable-price (GARP) strategy, blending growth and value investing. Blue Point seeks to minimize downside risk and uses cash as an asset class. Blue Point does not offer financial planning.
Assets Under Management$74M
Clients31
Advisors1
Avg. per Client$2.4M
Avg. per Advisor$74M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $10.0M | 0.85% |
| $10M+ | 0.75% |
Fees are negotiable and may be waived. Non-discretionary accounts pay 60% of the stated fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...