Bluesphere Advisors offers investment advice and financial planning to individuals, high net worth individuals, institutions, trusts, estates, pension and profit sharing plans, and charitable organizations. Bluesphere creates customized investment strategies based on client goals, risk tolerance, and financial situations, primarily using mutual funds and exchange-traded funds (ETFs). Financial planning services cover areas like retirement, savings, and insurance needs. Bluesphere acts as a fiduciary, committed to acting in the client's best interest.
Fee Structure
Bluesphere Advisors charges an annual investment advisory fee ranging from 0.50% to 1.75% of your portfolio, depending on the size and complexity of your account. Fees are billed monthly or quarterly. Relationships with multiple objectives, specific reporting requirements, portfolio restrictions and other complexities may be charged a higher fee. These fees do not include brokerage and custody fees charged by the custodian.