Blue Jay Financial Group offers discretionary investment management and comprehensive financial planning for individuals, families, and employer-sponsored retirement plans. The firm builds customized portfolios primarily using mutual funds and exchange-traded funds, tailored to each client's specific risk tolerance, timeline, and goals. Blue Jay Financial Group also coordinates with clients' other professionals, such as certified public accountants and estate attorneys, to ensure a unified strategy. Services include ongoing portfolio monitoring, rebalancing, retirement projections, cash flow analysis, and behavioral coaching.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is 2.00%. Specific fees are set forth in your agreement and may vary based on account size and portfolio complexity.
