The Blakeley Group Inc. offers continuous asset management based on individual client needs. They develop a personal investment policy through discussions to establish goals and objectives. They manage accounts on a discretionary basis, considering factors like risk tolerance and tax implications. The firm reviews portfolios quarterly and rebalances as needed based on market conditions and client needs. They may recommend clients roll over plan assets to an IRA managed by them.
Assets Under Management$110M
Clients110
Advisors1
Avg. per Client$970K
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. Discounts may be offered to family members and friends of associated persons of the firm.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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