Bloom Financial, LLC offers financial planning and investment advisory services. Bloom helps clients define their values, goals, and financial objectives. Bloom may recommend third-party professionals, but clients are not obligated to use them. Bloom offers Financial Road Map® Values Based Financial Planning, which includes tax analysis, cash flow management, insurance review, digital asset management, retirement planning, investment management, college planning, and estate planning.
Assets Under Management$0
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. If Bloom utilizes an Outside Manager, the above fee schedule does not include the Outside Manager’s fee. At no point will the combined fee charged to the Client exceed 2.00% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...