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$61M
Clients77
Advisors1
Avg. per Client$790K
Avg. per Advisor$61M
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
$0$500K$1M$5M$20M
Estimated Annual Fee
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