Blue Spark Capital Advisors provides investment management and financial planning services. They focus on helping women and their families navigate financial challenges after divorce, death of a spouse, or other major life changes like retirement or job transitions. Blue Spark aims to simplify finances, optimize investments, and organize financial planning to help clients achieve their financial goals.
Assets Under Management$220M
Clients90
Advisors2
Avg. per Client$2.5M
Avg. per Advisor$110M
about.me/maura.griffin ·www.bluesparkfinancial.com ·findanadvisor.napfa.org/firms.aspx/view/7360/8734
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.25% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $5.0M | 0.89% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be negotiable at the discretion of the firm principal. Fee may be discounted by aggregating accounts within the same family or household.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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