Bluemound Asset Management provides investment advice, manages money, and offers retirement services. They work with affluent individuals, high-net-worth families, and small businesses. Services include managing investment accounts, recommending money managers, and financial consulting on an hourly basis. Bluemound does not offer comprehensive financial planning, but can help clients find specialists for tax planning and other needs.
Assets Under Management$16M
Clients41
Advisors1
Avg. per Client$390K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:$300K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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