Blue Bear Financial offers customized investment management and financial planning services to individuals, high-net-worth clients, families, trusts, and businesses. Blue Bear Financial acts as a legally required fiduciary, constructing diversified portfolios primarily using low-cost mutual funds and exchange-traded funds, alongside individual stocks, bonds, and options when appropriate. In addition to investment management, Blue Bear Financial provides comprehensive financial planning covering retirement, taxes, estate planning, and education savings. The firm generally requires a minimum relationship size of $500,000 to implement its investment management services, though this minimum may be adjusted at the firm's discretion.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.65% |
Investment management fees range up to 1.65% annually based on factors including the scope and complexity of services, the level of assets managed, and the overall relationship.
