Blossom Wealth Management offers investment management services, financial planning, and family office services. Investment management is tailored to client goals and risk tolerance, primarily using exchange-traded funds. Financial planning covers areas like retirement, estate, and education planning. Family office services are offered at different levels to manage various aspects of a client's financial life. Blossom also provides retirement plan consulting services to employer plan sponsors.
Fee Structure
Blossom Wealth Management charges up to 1.75% annually for investment management, paid quarterly. The fee is based on the value of your portfolio. Fees are negotiable and may be waived or reduced for family or related accounts. Some employee accounts may have different fee schedules based on prior agreements.