Blodgett Wealth Advisors offers investment advice and asset management to individuals and other clients. The firm creates tailored investment strategies based on client needs, risk tolerance, and goals, using various securities including stocks, bonds, ETFs, and mutual funds. Blodgett Wealth Advisors also provides standalone financial planning and consulting services covering areas like retirement, estate, tax, and education planning.
Assets Under Management$250M
Clients114
Advisors3
Avg. per Client$2.2M
Avg. per Advisor$84M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The maximum annual fee charged for asset management services will not exceed 1.00%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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