Blue3 Investments offers discretionary investment management services, including designing and implementing investment strategies based on each client's objectives and risk profile. Blue3 Investments works with high-net-worth individuals, families, estates, trusts, corporations, and other qualified entities to define investment objectives and implement individualized strategies. The firm offers investment advice regarding fixed income, exchange-traded funds, equity securities, private equity, real estate, hedge funds, certificates of deposit, managed accounts, mutual funds, options, and other derivative products.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.50% |
Advisory Fee may be negotiable in certain circumstances based on factors such as the size and composition of the Client’s portfolio, the complexity of the Client’s financial situation, and the overall scope of services requested.