Bluefin Financial offers portfolio management based on individual client goals and risk tolerance. They create investment policy statements and may request authority to make trades without asking first. Bluefin also offers pension consulting services and financial planning, including investment, insurance, tax, retirement, college, and debt/credit planning. Financial planning concludes upon delivery of the plan.
Assets Under Management$260M
Clients324
Advisors3
Avg. per Client$800K
Avg. per Advisor$86M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $750K | 0.75% |
| $750K - $2.0M | 0.50% |
| $2.0M - $5.0M | 0.25% |
| $5M+ | 0.10% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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