Blue Zone Wealth Advisors offers investment management and financial planning services. These include comprehensive portfolio management, asset management, and financial planning & consulting. For investment management, portfolios are continuously monitored and rebalanced. Financial planning covers areas like retirement, estate, and tax planning. Blue Zone also offers retirement plan consulting to employer plan sponsors.
Assets Under Management$560M
Clients170
Advisors6
Avg. per Client$3.3M
Avg. per Advisor$94M
Fee Structure
Investment management only (planning not offered)
Blue Zone Wealth Advisors offers two investment management services:
- Comprehensive Portfolio Management: Fees are charged either as a percentage of your portfolio or as a fixed fee, not exceeding 1.50% annually or $10,000,000 respectively. A combination of both may be negotiated, but the total will not exceed 1.50%. Fees are billed quarterly.
- Asset Management: The maximum annual fee is 1.25% of your portfolio, billed quarterly.
Fees are negotiable and deducted from your account. If third-party money managers are used, the combined annual fee will not exceed the stated maximums. Clients receive statements from their custodian showing market values and fee disbursements.
Loading...