The Blakeley Group Inc. offers continuous portfolio and wealth management services tailored to individual client goals, time horizons, risk tolerance, and liquidity needs. The firm works closely with clients to establish a personalized investment policy statement and manages accounts on a discretionary basis, meaning they make trades on your behalf without needing prior approval for each individual transaction. Investment recommendations generally include exchange-listed securities, with quarterly portfolio reviews and rebalancing as needed based on market conditions. The firm specializes in working with individuals and high-net-worth clients, requiring a minimum of $250,000 in assets under management to open an account, though this minimum may be negotiable.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable based on account complexity, anticipated future assets, and related accounts.