Blue Investment Partners LLC

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Assets Under Management

$342.1M

Number of Clients

Number of Advisors

N/A

Average Client AUM

$4.3M

AUM per Advisor

N/A

Compensation

Fee-Only (AUM)

About This Firm

Blue Investment Partners LLC offers portfolio management and financial guidance services to high net worth individuals, foundations, endowments, trusts, estates, and corporations. They construct portfolios using ETFs, mutual funds, individual stocks, bonds, and structured notes. Financial planning is included with portfolio management.

Fee Structure

Minimum Investment:$2M

Financial Planning:Included in AUM fee

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingHigh Net Worth

Location

312 Railroad Avenue, Suite 201, Danville, CA, 94526

0 Advisors at this firm

No advisors found for this firm.