Bluebird Wealth Management provides financial planning and investment management services. Financial planning covers cash management, risk management, insurance, education funding, retirement, estate, charitable giving, and tax planning. Investment management is tailored to individual client needs, using equities, bonds, mutual funds, and ETFs. Bluebird acts as a fiduciary, prioritizing client interests.
Assets Under Management$140M
Clients98
Advisors3
Avg. per Client$1.4M
Avg. per Advisor$46M
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees, account minimums, and payment terms are negotiable depending on the client's unique situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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