Blue Devil Advisors provides ongoing asset management services, determining investment goals, risk tolerance, and objectives. Investment strategies, selection, and asset allocation are based on these factors. Clients authorize Blue Devil Advisors to execute transactions. Financial plans may be completed, including reviews of wills, estate plans, investments, taxes, qualified plans, insurance, retirement income, Social Security, and college planning. This service is provided at no additional cost.
Assets Under Management$2.1M
Clients4
Advisors1
Avg. per Client$530K
Avg. per Advisor$2.1M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $1.5M | 1.00% |
| $1.5M+ | 0.90% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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