Blend Wealth is a financial advisory firm that offers investment management, financial planning, retirement plan consulting, and educational seminars. Financial planning can be a one-time project or ongoing with investment management. They primarily invest in stocks, bonds, mutual funds, and ETFs. Clients grant them authority to buy and sell securities. They also offer tax, accounting, and bookkeeping services through an affiliate.
Assets Under Management$22M
Clients40
Advisors4
Avg. per Client$540K
Avg. per Advisor$5.4M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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