BlueStem Wealth Partners offers personalized financial planning and investment management services to individuals, high net worth individuals, family offices, trusts, estates, private foundations, and retirement plans. BlueStem Wealth Partners creates comprehensive financial plans covering retirement, education, estate, cash flow, taxes, and insurance needs. For investment management, BlueStem Wealth Partners builds customized portfolios using mutual funds, exchange-traded funds, individual equities, bonds, real estate investment trusts, and alternative investments, operating on both discretionary and non-discretionary bases. The firm may also recommend external money managers and offers retirement plan consulting. Additionally, certain team members are licensed as insurance professionals and offer insurance products through DPL Financial Partners for a commission.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Maximum asset-based fee for the Core Equity Model is 1.75%. Specific fees are set in each client agreement and are negotiable based on relationship size, services rendered, and complexity. Separate asset-based fees may apply to cash, certificates of deposit, money market accounts, and variable annuities.