Blue Point Strategic Wealth Management provides investment management and financial planning services. They analyze your financial situation, risk tolerance, and goals to recommend a suitable investment portfolio. Blue Point can manage your investments, including stocks, bonds, mutual funds, and exchange-traded funds. They also offer financial planning services covering areas like retirement, estate, and insurance planning. Blue Point may recommend other professionals, but you are not obligated to use them.
Assets Under Management$16M
Clients42
Advisors1
Avg. per Client$380K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $250K | 1.65% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.25% |
Fees above $1,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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