Blue Marlin Advisors (BMA) manages investment portfolios for individuals and high net worth individuals. BMA creates personalized investment plans based on your goals and risk tolerance. BMA may use outside managers to manage a portion of your account. BMA also offers ongoing financial planning for a monthly fee, where a planner helps you develop and implement your financial plan, monitoring it and recommending changes as needed.
Assets Under Management$2M
Clients10
Advisors2
Avg. per Client$200K
Avg. per Advisor$980K
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Minimum annual fee of $1,000. For options models, the fee is 3% annually with a $1,500 minimum.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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