Bluestone Private Wealth offers portfolio management based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client. BPW also provides wealth planning and integrated wealth advisory oversight services, including insurance review, estate planning, and investment management. BPW may direct clients to third-party investment advisors.
Assets Under Management$190M
Clients18
Advisors2
Avg. per Client$11M
Avg. per Advisor$95M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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