Blue Water Asset Management
Assets Under Management
$386.8M
Number of Clients
879
Number of Advisors
7
Average Client AUM
$440K
AUM per Advisor
$55.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Blue Water Asset Management provides tailored portfolio management and financial planning services. They may use sub-advisers and offer consulting services on financial topics. They primarily advise on equity securities, ETFs, and other investments based on client goals.
Fee Structure
Wealth management fees are based on a percentage of assets managed, up to 1.50% annually, billed quarterly in advance. Financial planning fees range from $500 to $5,000, and hourly fees range from $165 to $275. Fees are negotiable. If third party money managers are used, BWAM will charge a separate fee not to exceed 1.50% on top of the money manager's fee.
Areas of Practice
Location
4120 E. Beltline Ave., Suite 100, Grand Rapids, MI, 49525