Bluestem Financial Advisors offers financial planning and investment management services. They integrate tax, estate planning, risk management, retirement planning, and business development services. Bluestem offers two types of engagements: an open retainer for comprehensive planning and investment management, and a financial review for a one-time consultation.
Assets Under Management$360M
Clients185
Advisors6
Avg. per Client$1.9M
Avg. per Advisor$60M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$5,000
Bluestem Financial Advisors offers investment management as part of their open retainer service. The annual fee is based on a percentage of your net worth, billed quarterly in advance. The minimum base fee for the open retainer service is $5,000. Investment services are provided on a discretionary basis.
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