Blair Capital Management

Fee-Only (% of Portfolio)

Blair Capital Management provides investment advice to individuals, high net worth individuals, trusts, and estates. Blair Capital creates customized investment strategies based on each client's goals, risk tolerance, and financial situation. Blair Capital constructs portfolios using low-cost exchange-traded funds (ETFs), individual stocks, bonds, or option contracts. Blair Capital primarily uses a long-term investment strategy but may adjust portfolios based on market conditions or client needs.

Assets Under Management$39M
Clients30
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$39M

Fee Structure

Investment management only (planning not offered)

Blair Capital charges an investment advisory fee based on the value of your investments. The specific fee can range up to 0.90% per year, depending on the complexity of your situation, the amount of assets managed, and your overall relationship with Blair Capital. Fees are paid quarterly in advance.

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Location

1 Advisors at this firm

Blair Capital Management | TrueAdvisor