Blue Wealth Inc. provides ongoing asset management services based on individual client goals, risk tolerance, and time horizons. They also offer financial planning and consulting services, including net worth statements, cash flow analysis, retirement strategy, long-term investment plans, and tax reduction strategies. Clients can impose restrictions on investments, but this may limit engagement with Blue Wealth.
Assets Under Management$150M
Clients324
Advisors5
Avg. per Client$450K
Avg. per Advisor$29M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.35% |
Fees may be negotiable based on certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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