Blue Jay Financial Group offers investment management and financial planning services. Investment management includes investment analysis, asset allocation, rebalancing, and ongoing monitoring. Financial planning covers goal setting, understanding your financial status, and developing a roadmap to achieve your objectives. Blue Jay also provides consulting services on specific financial topics. They work with other advisors to coordinate efforts toward the client's goals.
Fee Structure
Blue Jay Financial Group charges a fee based on a percentage of the value of your portfolio. The specific fee is agreed upon in your investment advisory agreement, with a maximum annual fee of 2.00% on all asset levels. The fee is calculated on the market value of your portfolio and is typically billed quarterly in advance. Fees may be negotiable based on the size of the account, complexity of the portfolio, or other reasons. Employees and their family members may be charged a reduced fee.
