Bluepoint Wealth Advisors offers investment management and financial planning services. For investment management, they create a portfolio based on your goals, risk tolerance, and tax considerations. They primarily advise on stocks, bonds, mutual funds, and ETFs. Financial planning can be project-based or part of their wealth management service, covering retirement, college savings, debt management, and more. Clients can also get ongoing consultations on financial topics.
Assets Under Management$11M
Clients21
Advisors1
Avg. per Client$520K
Avg. per Advisor$11M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable. Minimum quarterly fee of $2,500 per household for Investment Management or Wealth Management services.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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