Blu Capital offers financial planning and investment management services to individuals, families, and institutions. Financial planning covers retirement, education, estate, insurance, and tax strategies. Investment management is tailored to each client's risk tolerance and objectives, with a focus on sustainable and impact investing. Blu Capital also provides pension consulting and selects other advisors for clients.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable depending on the scope and complexity of services, the size of the relationship, and other relevant factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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