Blue Ridge Financial Services provides investment management services to individuals and small businesses. Blue Ridge Financial Services uses low-cost exchange-traded funds and index mutual funds to build portfolios based on a client's risk tolerance. Portfolios are rebalanced at least twice a year. Individual stocks are purchased only upon client request.
Assets Under Management$1.7M
Clients2
AdvisorsN/A
Avg. per Client$870K
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable for accounts with an average balance over $1 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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