Deep Blue Investment Advisors manages investment portfolios for public sector accounts and provides consulting services to public funds managers. Deep Blue's consulting services include treasury management, investment policy development, custodian and treasury bank analysis, and fiduciary services.
Assets Under Management$16B
Clients28
Advisors7
Avg. per Client$560M
Avg. per Advisor$2.2B
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Fees may be tiered down and/or negotiated by clients if certain minimum levels of assets under management are attained.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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