Blue Curve Advisory provides discretionary portfolio management and financial planning services. For portfolio management, clients grant Blue Curve the authority to make investment decisions without prior approval. Financial planning services range from broad-based to single-subject planning, resulting in a written plan to help clients achieve their financial goals. Blue Curve also offers tax preparation services. Investment advice is tailored to each client's situation.
Assets Under Management$100M
Clients311
Advisors2
Avg. per Client$330K
Avg. per Advisor$52M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.26% |
| $750K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Non-legacy clients are charged an annual fee of 1.50% for assets under management under $750,000. Assets under management above $750,000.01 will follow the tiered fee schedule listed above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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