Blue Point Financial manages investment portfolios and provides project-based and ongoing financial planning for individuals, families, and businesses. Blue Point Financial offers both direct management of accounts and access to third-party platforms and outside managers, such as SEI Private Trust Company, Osaic Wealth, and Brinker Capital. The firm's services cover retirement planning, tax strategies, estate planning, education funding, and risk management. Blue Point Financial builds diversified portfolios using modern portfolio theory primarily with mutual funds, exchange-traded funds, stocks, and bonds.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $500K | 0.95% |
| $500K - $1.0M | 0.85% |
| $1.0M - $1.5M | 0.75% |
| $1.5M - $2.0M | 0.65% |
| $2.0M - $3.0M | 0.55% |
| $3M+ | 0.45% |
Schedule represents published fees for the SEI platform. Fees for other platforms such as Osaic and Brinker Capital may be up to 1.25%. All fees are negotiable.