BlueList Partners is a registered investment advisor that provides investment advice to high net worth individuals, businesses, non-profit organizations, and institutional clients. BlueList manages investments, typically with the authority to make trades without asking you first. BlueList establishes investment objectives, risk tolerance, and other constraints to determine an appropriate asset allocation. BlueList offers two main investment strategies: direct investment in municipal bonds and a passive investment allocation strategy.
Assets Under Management$120M
Clients83
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are negotiable and may be higher or lower based on the account's nature. The fee is the same for both Municipal Bond Portfolios and the Asset Allocation Strategy.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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