Blue Iguana Capital offers financial consulting and planning services to individuals and families. The firm helps clients navigate various financial topics, including setting financial goals, evaluating personal net worth, conducting cash flow analysis, developing retirement strategies, planning risk management, designing long-term investment plans, and exploring tax reduction and estate preservation strategies. Blue Iguana Capital operates on a project basis and does not manage or execute trades for client investment portfolios.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial consulting — Fixed fee of up to $5,000 depending on the complexity and unique needs of the client, covering targeted topics such as financial goals, net worth statements, cash flow analysis, retirement strategies, risk management, long-term investment planning, tax reduction strategies, and estate preservation.
One-Time Plan:Up to $5,000
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