Blue Bear Financial provides investment advice and financial planning to individuals, high net worth individuals, trusts, estates, businesses, family offices, and other institutional clients. Blue Bear offers customized investment solutions using mutual funds, exchange-traded funds, individual stocks, bonds, and options. They also offer financial planning services covering investment planning, retirement planning, personal savings, education savings, and insurance needs. Blue Bear may refer clients to other professionals like accountants and attorneys.
Assets Under Management$140M
Clients155
Advisors3
Avg. per Client$920K
Avg. per Advisor$47M
www.bluebearfinancial.com ·www.linkedin.com/in/anthony-kinzie ·www.linkedin.com/company/blue-bear-financial
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.65% |
| $500K - $1.0M | 1.45% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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