Great Blue Financial (GBF) is a registered investment advisor that manages investment portfolios and provides financial planning services. GBF works with clients to create personalized investment plans based on their goals and risk tolerance. Financial planning services cover retirement, risk management, college savings, cash flow, debt management, and estate planning. GBF also offers ongoing comprehensive financial planning for a monthly fee and project-based financial planning for a fixed fee.
Assets Under Management$17M
Clients28
Advisors1
Avg. per Client$600K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable in certain cases. For accounts under $250,000, combined ongoing financial planning and investment management services are offered for an upfront charge of $499 and an ongoing monthly fee of $200.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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