Blossom Wealth Management is a registered investment advisor based in California that offers personalized investment management, financial planning, and family office services. The firm manages investment portfolios using exchange-traded funds, individual stocks, mutual funds, and fixed income securities, tailoring strategies to each client's goals and risk tolerance. Blossom Wealth Management works with individuals, high-net-worth families, and business owners, incorporating sustainable investment principles and comprehensive financial planning—covering retirement, estate, tax, and insurance needs—into their advisory relationships.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Maximum annual fee of up to 1.75% for actively managed accounts. Family office services use a separate tiered schedule ranging from 0.60% to 1.00%.