Blue Point Financial (BPF) offers investment management services, either directly or through outside managers, and financial planning services. For investment management, BPF can manage accounts directly or delegate responsibilities to outside managers. They use platforms like SEI Private Trust Company, Osaic Wealth, and Brinker Capital. BPF also provides financial planning services covering areas like education funding, retirement, estate, and tax planning. Services are tailored to each client's needs.
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% |
Fees are for the SEI Private Trust Company platform. Fees are negotiable on a case by case basis. For the Osaic Wealth platform, the maximum annual fee is 1.25%. For the Brinker Capital platform, BPF receives a referral fee from Brinker Capital.