Deep Blue Financial (DBF) offers investment advice, including managing investment portfolios, retirement income planning, and investment consulting. DBF creates strategies tailored to each client's goals and manages both discretionary and non-discretionary accounts. DBF typically uses Exchange-Traded Funds (ETFs) and loss harvesting strategies. Accredited clients may also receive allocations to alternative or private investments.
Assets Under Management$55M
Clients95
Advisors1
Avg. per Client$580K
Avg. per Advisor$55M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable based on household size, relationship history, or account complexity.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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