Blue Line Capital offers ongoing investment management based on your financial situation and goals. They also provide financial planning services, which can be comprehensive or modular, covering investment, retirement, and tax planning, as well as portfolio review and asset allocation. Blue Line Capital does not implement transactions for financial planning clients.
Assets Under Management$130M
Clients140
Advisors5
Avg. per Client$940K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable based on the type of client, the complexity of the client's situation, the composition of the client's account, the potential for additional account deposits, the relationship of the client with the investment adviser representative, and the total amount of assets under management for the client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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