BlueLine Advisors offers investment advice and manages portfolios using ETFs and mutual funds, tailored to each client's goals and risk tolerance. They also provide wealth advisory services, including guidance on cash flow, estate planning, insurance, and tax planning. BlueLine may recommend unaffiliated money managers. They do not take custody of client funds.
Assets Under Management$210M
Clients132
Advisors3
Avg. per Client$1.6M
Avg. per Advisor$70M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee is up to 1.50% and is negotiable at the discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...