Bluefin Investment Management provides investment management services, tailoring portfolios to each client's risk tolerance, time horizon, and goals. Bluefin uses client meetings and questionnaires to understand investment objectives and implements strategies through a mix of investments. The firm monitors market conditions and client circumstances, making adjustments as needed. Bluefin also manages investments in donor-advised funds for philanthropically-minded clients. Clients can terminate the relationship at any time and receive a pro-rated refund of prepaid fees.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.72% |
| $500K+ | 0.60% |
Active-duty military members and veterans are eligible for reduced rates. Nonprofits are charged 0.06% only in positive months. Donor advised funds are charged 0.08% in positive months and 0.04% in negative months.