Blue Jasper Capital offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, businesses, retirement plans, and donor advised funds. They create customized investment strategies using mutual funds, exchange-traded funds (ETFs), individual stocks, and bonds. They also offer financial planning services covering investment planning, retirement planning, education savings, and insurance needs. Blue Jasper Capital also manages a private fund.
Assets Under Management$18M
Clients49
Advisors4
Avg. per Client$360K
Avg. per Advisor$4.4M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.75% |
Fees may be negotiable. Tactical portfolio management is offered at 2.00% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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