Blue Ridge Investments offers investment management, investment analysis, and financial planning. Investment strategies focus on private placements, limited partnerships, and direct participation programs in real estate. Financial planning covers retirement, risk management, tax strategies, cash flow, debt management, college savings, and estate planning. Blue Ridge also provides financial planning and advisory services relating to crypto currencies.
Assets Under Management$9.4M
Clients3
Advisors1
Avg. per Client$3.1M
Avg. per Advisor$9.4M
www.linkedin.com/in/sumikot ·www.blueridgeinvestements.org ·gentosha-go.com/ud/authors/62dddf83776561193a01...
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 2.00% |
| $5.0M - $10.0M | 1.75% |
| $10M+ | 1.50% |
Fees may be negotiable. Performance-based fees are also charged to qualified clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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