Blue Iguana Financial offers ongoing investment management based on your goals, risk tolerance, and time horizon. Blue Iguana Financial creates a plan to help select a portfolio that fits your specific situation. Blue Iguana Financial may also direct clients to a third-party investment advisor, Synergy Asset Management, to manage assets.
Assets Under Management$18M
Clients80
Advisors1
Avg. per Client$230K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable. When BIF directs clients to Synergy Asset Management (SAM), BIF's fee split is 1.00% and SAM's fee split is 0.50%, totaling 1.50%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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