Blue Water Asset Management

Assets Under Management

$386.8M

Number of Clients

879

Number of Advisors

7

Average Client AUM

$440K

AUM per Advisor

$55.3M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Blue Water Asset Management provides tailored portfolio management, financial planning, and consulting services. They may use sub-advisers and offer advice on various investments. Financial plans are based on current situations, requiring prompt notification of changes.

Fee Structure

Areas of Practice
Investment ManagementFinancial Planning & Coaching
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Location

4120 E. Beltline Ave., Suite 100, Grand Rapids, MI, 49525

7 Advisors at this firm