Blazing Star Financial (BSF) offers ongoing financial planning, investment management, project-based financial planning, and financial coaching. BSF works with clients to develop and implement financial plans, manage investment portfolios, and provide ongoing consultation. Investment management is provided through Altruist Financial LLC. BSF may recommend fixed annuity products offered through DPL Financial Partners, LLC.
Assets Under Management$2.3M
Clients23
Advisors2
Avg. per Client$98K
Avg. per Advisor$1.1M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.60% |
Annual investment management fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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