Blue Investment Partners LLC
Assets Under Management
$342.1M
Number of Clients
79
Number of Advisors
N/A
Average Client AUM
$4.3M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)
About This Firm
Blue Investment Partners LLC provides portfolio management and financial guidance services to high net worth individuals, foundations, endowments, trusts, estates, and corporations. They create customized investment portfolios emphasizing cost control and risk-return management. Services are generally provided through separately managed accounts on a fee-only basis. Blue also provides financial planning and related consulting services.
Fee Structure
Investment management fees are based on assets under management, with a maximum fee of 1.50%. The exact fee is specified in the client agreement and may be negotiable in unique situations. Blue may consider a fixed or minimum fee depending on the size and complexity of the account. Financial planning services are included for no additional fee. Blue generally targets clients that have investable assets of at least $2 million, but may accept clients with fewer assets at their discretion.
Areas of Practice
Location
312 Railroad Avenue, Suite 201, Danville, CA, 94526