Bloom Advisors offers professional money management services to individual investors. They operate on a fee-only basis, meaning they don't receive commissions on investments. Bloom Advisors also provides investment advice on retirement plan assets. They analyze each client's financial situation, investment objectives, and risk tolerance to create a diversified investment portfolio. Clients can impose reasonable investment restrictions.
Assets Under Management$1.4B
Clients1,158
Advisors11
Avg. per Client$1.2M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees may be negotiable based on individual circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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