Blue Water Macro provides investment advisory services to institutions and high net worth individuals. Blue Water Macro builds and maintains computer-based models to determine the factor profile of an investment through an analysis of its estimated ETF replication portfolio. The firm also provides asset allocation services through separately managed accounts. Asset allocations may include equity securities, warrants, government securities, futures, and derivatives.
Assets Under Management$97K
Clients1
Advisors1
Avg. per Client$97K
Avg. per Advisor$97K
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
The firm also charges a performance fee of 10% of net capital appreciation, adjusted for high water marks, on a quarterly or annual basis. All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...