Blue Owl Insurance Solutions

Fee-Only (% of Portfolio)

Blue Owl Insurance Advisors (BOIA) offers investment advisory and management services for fixed income and equity assets. BOIA works with clients to create customized separate managed accounts, structured as traditional accounts or funds of one, based on their objectives and preferences. BOIA is owned by Blue Owl Capital Inc.

Assets Under Management$23B
Clients9
AdvisorsN/A
Avg. per Client$2.5B
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

BOIA's client fee schedules are negotiable and vary based on factors like the type of client, services provided, investment amount, and other agreed-upon terms. Fees can be deducted directly from the account or invoiced to the client, and may be charged in advance or arrears.

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Blue Owl Insurance Solutions | TrueAdvisor