Blue Jean Financial (BJF) offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, and businesses. BJF creates custom investment strategies based on client goals, risk tolerance, and financial situations, using mutual funds, exchange-traded funds, and individual stocks. BJF also offers financial planning services covering investment planning, retirement planning, personal savings, education savings, and insurance needs.
Fee Structure
Blue Jean Financial's investment management fee ranges from 0.50% to 2.00% annually, based on the complexity of services, the amount of assets managed, and the overall client relationship. The fee is based on the value of your investments at the end of each month and is paid monthly. Fees may be negotiable.