Blue Capital, Inc. offers investment advice and financial planning to individuals. This includes reviewing financial goals, recommending asset allocation strategies, and preparing written investment strategies. Blue Capital also provides financial planning consulting services such as risk assessment, investment planning, and estate planning. Investment advice is tailored to each client's needs.
Assets Under Management$210M
Clients439
Advisors4
Avg. per Client$480K
Avg. per Advisor$52M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.40% |
| $2.0M - $5.0M | 1.30% |
| $5.0M - $10.0M | 1.20% |
| $10M+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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