MB Blue Advisory provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client. MB Blue Advisory also offers financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. They may also select third-party investment advisors to manage client assets.
Assets Under Management$2.3M
Clients27
Advisors1
Avg. per Client$85K
Avg. per Advisor$2.3M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $10.0M | 0.90% |
| $10M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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