Blue Star Wealth Management offers portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. BSWML creates an Investment Policy Statement for each client and requires authority to make trades without asking first. BSWML generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, ETFs, treasury inflation protected/inflation linked bonds and non-U.S. securities.
Assets Under Management$130M
Clients68
Advisors2
Avg. per Client$2M
Avg. per Advisor$67M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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