Bluesphere Advisors LLC
Assets Under Management
$445.1M
Number of Clients
463
Number of Advisors
4
Average Client AUM
$961K
AUM per Advisor
$111.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Bluesphere Advisors offers customized investment advisory solutions through personal client contact, discretionary and non-discretionary investment management. They create customized investment strategies based on client goals, risk tolerance, and financial situations, primarily using institutional mutual funds and ETFs.
Fee Structure
Investment management fees range from 0.50% to 1.75% annually, depending on the size and complexity of the client relationship. Relationships with multiple objectives, specific reporting requirements, portfolio restrictions and other complexities may be charged a higher fee. Financial planning services are offered on an hourly basis (up to $300/hour) or a fixed fee basis ($500 to $40,000). Fees may be negotiable.
Areas of Practice
Location
2108 Dekalb Pike, East Norriton, PA, 19401