Great Blue Wealth provides investment advice and financial planning to individuals, high net worth individuals, trusts, estates, and businesses. GBW creates customized investment strategies using primarily exchange-traded funds, but may also use mutual funds, individual stocks, bonds, options, and CDs. GBW also offers financial planning services covering areas like investment planning, retirement planning, and education savings. Clients are not obligated to implement any recommendations.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$25K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.90% |
| $250K - $500K | 0.80% |
| $500K - $750K | 0.70% |
| $750K - $1000K | 0.60% |
| $1.0M - $1.2M | 0.50% |
| $1.3M+ | 0.40% |
Fees are negotiable. GBW may also charge a performance-based fee to certain qualified clients, ranging from 10% to 15% of any gains in the client account for the year, subject to a high-water mark calculation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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