Bloomwood Capital Advisors offers investment management services tailored to individual client goals, including asset allocation and selection. They may use outside managers for some investments, including alternative investments like real estate. The firm also provides ongoing and project-based financial planning services, covering areas like retirement, tax, and estate planning. For clients with accounts held away from Bloomwood's primary custodians, they offer management services through a third-party system.
Assets Under Management$28M
Clients34
Advisors1
Avg. per Client$810K
Avg. per Advisor$28M
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Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable in certain cases. Firm also charges a flat 0.50% for held away accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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