BlueView Investment LLC offers portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. BlueView creates an Investment Policy Statement for each client. BlueView generally limits its investment advice to equities, primarily recommending long/short equities. BlueView may use other securities as well to help diversify a portfolio when applicable.
Assets Under Management$20M
Clients20
Advisors1
Avg. per Client$1M
Avg. per Advisor$20M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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