Blue Ridge Investments LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“The negotiated hourly fee for these services is $400, and clients receiving the same service will not be charged differently based on factors unrelated to the services.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Blue Ridge Investments LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Performance based fees are billed upon sale of the security based on the total return realized.”
• “All financial planning fees are collected in arrears.”
• “Clients may terminate the agreement without penalty, for full refund of Blue Ridge Investment LLC’s Page 7 of 27 Blue Ridge Investments LLC fees, within five business days of signing the Financial Planning Agreement.”

How Blue Ridge Investments LLC’s fees compare

• Its hourly rate of $400 is above the Washington median of $300. 81% of the 216 other Washington planners that publish an hourly rate charge less.
• 1 of the 2 other planners in Mountlake Terrace that publish an hourly rate charge less.

About Blue Ridge Investments LLC

• Principal: Sumiko Taku
• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 2022 (4 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

2.5% a year

Clients

1

Employees

1

Works with

High net worth individuals, insurance companies, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$9,414,755

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

318314

Website

blueridgeinvestements.org (opens in new tab)

Phone

(215) 678-4997

Other planners in Mountlake Terrace that publish fees

• Creative Money LLCMountlake Terrace$475⁠-⁠$550/hr
• Nabata Investment Group, LLCMountlake Terrace$150⁠-⁠$350/hr
• 2020 Financial Planning LLCSeattle$300/hr, $2,500
• A5 Financial LLCBothell$250/hr
• Abacus Financial PlanningKirkland$450/hr
• Adair Wealth ManagementBellevue$2,500

Compare all 3 planners in Mountlake Terrace