Bluegrass Financial Planning provides financial planning and investment management services. Financial planning includes evaluating a client's current and future financial state. Investment management is ongoing and tailored to individual goals and risk tolerance. The firm also offers tax planning and preparation services. Andrew Sloan is the sole owner and principal.
Assets Under Management$56M
Clients73
Advisors1
Avg. per Client$770K
Avg. per Advisor$56M
www.bluegrassfinancialplanning.com ·x.com/bluegrassfp ·www.facebook.com/search/top/?q=bluegrass%20fina...
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K - $1.5M | 0.90% |
| $1.5M+ | 0.75% |
The annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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