Blades Financial offers financial planning and portfolio management services to individuals and small businesses. Financial planning covers areas like cash flow, insurance, investments, education, retirement, estate, and tax planning. Investment strategies are based on client's investor profile and may include long-term and short-term purchases. The firm may recommend third-party investment advisors.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
AUM in Robo charged at 0.25%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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