Blue Ridge Wealth Planners is a registered investment advisor located in Knoxville, Tennessee. The firm provides discretionary asset management services, creating personalized investment portfolios primarily using its proprietary Great Valley model strategies, as well as strategies from third-party advisors through a sub-advisory platform. Blue Ridge Wealth Planners typically integrates ongoing financial and retirement-planning advice directly into its asset management services rather than offering it as a separate standalone service. The firm focuses on serving individuals, high-net-worth clients, and families, helping them navigate retirement income planning, tax-aware strategies, and estate planning considerations while tailoring portfolios to their specific risk tolerance and time horizon.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual advisory fee is up to 2% of total assets under management. Fees are negotiable at the firm's sole discretion.