Blue Waters Advisory Group provides investment management and financial planning services. They work with clients to understand their financial goals, risk tolerance, and timeframes to create a personalized investment strategy. Blue Waters manages accounts on a discretionary or non-discretionary basis, using mutual funds, equities, and fixed income investments. They also offer financial planning services covering areas like net worth analysis, cash flow planning, insurance, and retirement planning.
Fee Structure
Blue Waters Advisory Group charges a percentage of your portfolio's value each year for investment management. The exact percentage depends on how much you invest:
- $1,000 to $249,999: 1.5% to 2.5%
- $250,000 to $999,999: 1.2% to 2%
- $1,000,000 to $2,499,999: 0.7% to 1.5%
- $2,500,000 Plus: 0.3% to 1.25%
The minimum annual fee is $1,000. Fees are directly debited from your account by the custodian.