Blue Room Investment Advisors

Fee-Only (% of Portfolio)

Blue Room Investment Advisors provides investment advice to private investment funds, family offices, institutions, and high-net-worth individuals. Blue Room manages investments for clients, tailoring strategies to their objectives. Blue Room requires clients to grant discretionary authority to manage their accounts, allowing them to make investment decisions without prior approval for each transaction.

Assets Under Management$24M
Clients1
Advisors1
Avg. per Client$24M
Avg. per Advisor$24M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm