Blue Tower Asset Management provides investment management services to individuals, trusts, endowments, corporations, and other institutions. Blue Tower uses its own research to select investments based on the fundamentals of the underlying businesses. They look for high-quality businesses with financial strength and management teams that create shareholder value. Blue Tower invests across all market caps, industries, and geographies, typically holding 15-25 securities.
Assets Under Management$30M
Clients38
Advisors1
Avg. per Client$800K
Avg. per Advisor$30M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.5M | 1.30% |
| $2.5M+ | 1.10% |
Account management fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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