Bluewater Asset Management offers investment advisory and financial planning services. They manage portfolios based on client objectives, using a tactical allocation strategy to reduce risk and increase performance. They may use various securities, including stocks, bonds, and mutual funds. Financial planning services may include retirement planning, tax strategies, and estate planning. Bluewater tailors its services to each client's needs and goals.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.50% |
| $50K - $250K | 1.30% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.25% |
Fees may be negotiated at the discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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