Bluenose Wealth is a registered investment advisor founded in May 2026 by Dalton T. Pierce, operating out of South Minneapolis, Minnesota. Bluenose Wealth focuses primarily on passive investment management using low-cost index mutual funds and exchange-traded funds aligned with each client's specific goals, risk tolerance, and time horizon. In addition to managing portfolios, Bluenose Wealth provides comprehensive financial planning covering cash flow and debt management, retirement planning, tax strategies, estate planning considerations, insurance reviews, college savings, and business planning. The firm operates with a strong commitment to putting clients' interests first, helping individuals navigate complex financial decisions without hidden product sales fees.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable and billed quarterly in advance.