StillBlue Financial Partners provides investment advice and financial planning to individuals. They manage investment portfolios based on clients' goals and risk tolerance. They also offer financial planning services, including retirement planning, tax planning, and estate planning. StillBlue Financial Partners may recommend third-party money managers.
Assets Under Management$110M
Clients203
Advisors2
Avg. per Client$530K
Avg. per Advisor$54M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable depending on individual client circumstances. The firm may combine account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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