Blom Levy & Co., founded in 2011, focuses on helping women achieve financial independence. They offer integrated wealth management, financial planning, estate planning, and tax planning services for a flat fee. Blom Levy & Co. builds portfolios using individual stocks, bonds, and ETFs, while respecting client investment preferences. Custodial services are performed by independent third parties like Charles Schwab. They maintain a limited client base to provide personalized attention.
Fee Structure
Blom Levy & Co. charges a flat annual fee for their services, which covers investment advice and financial planning. The minimum annual fee is $8,000, billed quarterly at $2,000 per quarter. This fee covers all accounts for a family unit (parents and immediate children).