Blue Mountain Wealth Management offers investment management and financial planning services. As a fee-only firm, Blue Mountain Wealth Management only receives compensation from clients for their services. Wealth management includes investment management and financial planning, where they develop a personalized investment plan and manage a portfolio based on the client's goals and risk tolerance. They also offer project-based financial planning for specific needs.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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