Bluesphere Advisors manages customized investment portfolios and offers comprehensive financial planning services for individuals, high-net-worth clients, institutions, trusts, and estates. Operating as a registered investment advisor, Bluesphere builds portfolios primarily using exchange-traded funds and mutual funds, while also utilizing individual stocks, bonds, and options when appropriate. The firm's investment strategy focuses on long-term growth tailored to each client's specific goals, risk tolerance, and time horizon. In addition to investment management, Bluesphere provides financial planning and consulting covering retirement planning, education funding, insurance needs, and business transition services. Clients can also receive ad-hoc financial advice or ongoing planning support. Bluesphere operates as a legal fiduciary, meaning the firm is required to act in your best interest at all times.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Annual investment advisory fees range from 0.50% to 1.75% depending on the size and complexity of the relationship. Fees are negotiable at the advisor's discretion.