Blue River South provides investment advice to individuals and families, helping them create and manage low-cost investment portfolios. Blue River specializes in helping clients achieve their financial goals over the long term. While the firm considers financial planning elements, it focuses on the investment process and does not offer expertise in insurance, benefits planning, accountancy, or estate planning.
Assets Under Management$75M
Clients22
Advisors1
Avg. per Client$3.4M
Avg. per Advisor$75M
Fee Structure
Investment management only (planning not offered)
For clients who want ongoing advice, Blue River South offers portfolio advisory services for a fixed annual fee:
- $2,000 per year on the first $1 million of portfolio assets (but not to exceed 1.0% of assets)
- Plus $1,000 per year for each subsequent $1 million of assets, or portion thereof
- Up to a maximum annual fee of $10,000.
Fees are determined each year based on the client’s investable portfolio assets as of the prior December 31, or as of the time they enter into the advisory relationship.
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