Blue Water Asset Management offers investment advice tailored to clients' needs and objectives. They provide discretionary portfolio management, financial planning, and consulting services. Financial plans are based on the client's financial situation and goals. They may recommend third-party money managers and offer pension consulting services to employee benefit plans.
Assets Under Management$390M
Clients879
Advisors7
Avg. per Client$440K
Avg. per Advisor$55M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The advisory fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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