Blue Marlin Advisors provides personalized investment management and ongoing financial planning services to individuals and high-net-worth clients. Founded in 2019 and located in West Palm Beach, Florida, the firm builds tailored portfolios using passive investment strategies, index funds, exchange-traded funds, and occasionally options models. Blue Marlin Advisors also assists clients by recommending third-party investment managers and turnkey asset management programs when appropriate. For ongoing financial planning, the firm works closely with clients to develop comprehensive financial strategies covering net worth, cash flow, insurance, employee benefits, retirement, college planning, and estate planning. Blue Marlin Advisors emphasizes a fiduciary commitment to act in the best interests of clients.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standard investment management fee is a flat 1% with a $1,000 annual minimum fee. Options-based models charge a flat 3% with a $1,500 annual minimum fee.