Money Blossoms manages investment portfolios and offers financial planning services. They tailor their services to each client's needs, considering their risk tolerance and financial goals. Financial planning covers areas like business planning, cash flow management, college savings, estate planning, retirement planning, risk management, and tax strategies. They also offer tax preparation services and educational seminars.
Assets Under Management$5.4M
Clients9
Advisors1
Avg. per Client$600K
Avg. per Advisor$5.4M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Investment management is only available for clients using their ongoing financial planning services, but may be offered on its own at Money Blossom's discretion. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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