Blue Advisory manages investment portfolios and offers financial planning services. Financial planning covers cash flow, college savings, employee benefits, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax strategies. Blue Advisory also offers limited scope and one-time financial plans. Services are tailored to individual client needs.
Assets Under Management$18M
Clients15
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$18M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
The annual advisory fee may be negotiable in certain cases.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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