Bluum Invest provides investment advisory services through its online platform, using algorithms and data to create personalized portfolios. Bluum gathers information about your financial goals and risk tolerance through an online questionnaire. The platform offers asset allocation, portfolio analysis, tax-loss harvesting, and portfolio rebalancing. Bluum licenses its platform to financial institutions, enabling them to offer Bluum's services to their customers.
Assets Under Management$0
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Bluum may negotiate fees or offer promotional pricing for certain clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.