Bluestone Capital Management provides investment management services to institutions, private funds, and individuals. Bluestone also offers model portfolio services to other advisors via third-party platforms. For individuals, Bluestone offers separate managed accounts with different investment strategies. Bluestone is not accepting new individual clients.
Assets Under Management$350M
Clients22
Advisors1
Avg. per Client$16M
Avg. per Advisor$350M
Fee Structure
Investment management only (planning not offered)
Bluestone Capital Management's fees for asset management services are based on a percentage of the value of your portfolio, generally ranging from 1% to 2% per year. For certain accounts, Bluestone may charge fees based on a share of the capital appreciation of the assets, up to 20%.
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