Bluestone Wealth Planning (BWP) offers financial planning, investment management, and general consulting. BWP specializes in retirement income distribution strategies and financial planning for clients approaching or in retirement. Client portfolios are managed using model portfolios based on risk tolerance. BWP uses a proprietary management system that includes indicators to identify market trends and tactical risk management techniques.
Assets Under Management$6M
Clients20
Advisors1
Avg. per Client$300K
Avg. per Advisor$6M
Fee Structure
Minimum Investment:$20K
Investment management only (planning not offered)
Minimum Annual Fee:$300
Bluestone Wealth Planning charges between 0.5% and 2% of your portfolio per year, based on the complexity of the portfolio. This fee is negotiable. The fee is charged monthly in advance. The minimum monthly fee per account is $25, but this is also negotiable.
Loading...