Von Blucher Capital is a registered investment advisor based in Arlington, Massachusetts, founded by Alexander Schramm von Blucher. The firm provides wealth management services that combine ongoing investment management with comprehensive financial planning. Von Blucher Capital works with individuals, high-net-worth clients, charitable organizations, and businesses. When managing portfolios, Von Blucher Capital uses a mix of fundamental and technical analysis, Modern Portfolio Theory, and asset allocation strategies, focusing on stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents. Clients can also request socially responsible investing strategies. In addition to portfolio management, Von Blucher Capital offers project-based financial planning addressing areas such as retirement planning, cash flow and debt management, college savings, estate planning, employee benefits, tax strategies, and business planning. Von Blucher Capital operates as a fee-only firm, meaning compensation comes solely from client fees rather than commissions or product sales.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees are negotiable.