Goldbloom Wealth Management is a registered investment advisor based in Mercer Island, Washington, that has been in business since 2009. Led by Steven Arthur Goldbloom, the firm offers comprehensive portfolio management, investment strategy, asset allocation, and financial planning services. Goldbloom Wealth Management tailors its services to each client's specific goals, risk tolerance, and time horizon through a personalized Investment Policy Statement. In addition to direct portfolio management, the firm may recommend third-party money managers and utilize wrap fee programs. The firm also assists with retirement planning, tax concerns, estate planning, and business succession planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees are negotiable. Additional third-party manager fees may apply up to 0.50% for AssetMark and 0.28% for Zacks.