Blue Ocean Capital (BOC) offers investment management based on individual client goals and risk tolerance. BOC creates an Investment Policy Statement for each client. BOC primarily manages accounts on a discretionary basis, selecting investments without pre-approval. BOC also provides family office services, acting as a family's CFO, and tax/accounting services. Financial planning is included with investment advisory services.
Assets Under Management$620M
Clients168
Advisors5
Avg. per Client$3.7M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees are subject to negotiation and may vary from the standard schedules to reflect circumstances that apply to a specific client account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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