Blue River Capital Management

Fee-Only (% of Portfolio)

Blue River Capital Management (BRCM) offers ongoing portfolio management services tailored to individual client goals, objectives, time horizons, and risk tolerance. BRCM creates an Investment Policy Statement for each client, outlining their current financial situation and risk tolerance. BRCM primarily recommends equities, but may also use mutual funds, fixed income securities, ETFs, treasury inflation protected/inflation linked bonds and non-U.S. securities to diversify portfolios. BRCM may request authority to make trades without asking first, but can also provide services without this authority if the client prefers.

Assets Under Management$20M
Clients35
Advisors2
Avg. per Client$580K
Avg. per Advisor$10M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M0.85%
$2.0M - $10.0M0.60%
$10M+0.35%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...
Location

2 Advisors at this firm

Blue River Capital Management | TrueAdvisor