Blue Water Financial provides services to individuals and high-net-worth individuals, focusing on allocating investments to Matson Money funds. Blue Water Financial may direct clients to third-party investment advisors to manage assets. Blue Water Financial provides educational workshops to clients and prospective clients at no cost. Blue Water Financial generally limits its investment advice to mutual funds.
Assets Under Management$61M
Clients184
Advisors1
Avg. per Client$330K
Avg. per Advisor$61M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.99% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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