Blue Ocean Wealth Management offers portfolio management services through a wrap fee program. The firm creates investment policy statements for each client based on their goals, risk tolerance, and time horizon. BOWML generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities and non-U.S. securities.
Assets Under Management$24M
Clients57
Advisors1
Avg. per Client$420K
Avg. per Advisor$24M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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