Blue Ridge Wealth Planners provides investment advice and manages client portfolios. They work with clients to determine their investment objectives and risk tolerance, and then develop a tailored strategy. Blue Ridge Wealth Planners may use third-party money managers and offers access to model portfolios through AE Wealth Management. They also provide general newsletters and seminars on financial planning topics.
Fee Structure
Blue Ridge Wealth Planners manages investments through AE Wealth Management, charging a fee based on the amount of your portfolio. The exact fee is negotiable, but the maximum is 2% per year. This fee covers the costs of sub-advisors or third-party investment advisors. The fee is typically deducted monthly from your account. Blue Ridge Wealth Planners may receive preferential pricing from AE Wealth Management based on the total assets managed on the platform.