Bluewater Asset Management fees and pricing
Financial planner in Jupiter, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 17, 2024, Bluewater Asset Management charges a flat or project fee of $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 17, 2024. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $5,000
“For clients that are not investment management clients, Bluewater will charge a fixed fee for financial planning services ranging up $5,000 depending on the scope and complexity of the financial planning services required.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Bluewater Asset Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “New account fees will be prorated from the inception of the account to the end of the first quarter.”
- “Fixed fees are billed one-half on signing of the financial planning agreement, with the remainder due when the project is completed.”
- “Bluewater’s financial planning fee is payable in advance.”
How Bluewater Asset Management’s fees compare
- Its flat or project fee of $5,000 is above the Florida median of $4,900. 50% of the 320 other Florida planners that publish a flat or project fee charge less.
- 3 of the 7 other planners in Jupiter that publish a flat or project fee charge less.
About Bluewater Asset Management
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2024 (2 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 329406
- Phone
- (561) 427-8410
Other planners in Jupiter that publish fees
- Boca Retirement Strategies Inc.Jupiter$250-$350/hr
- Cayside PartnersJupiter$500-$1,250/hr, $5,000-$25,000
- Foresight Financial AdvisoryJupiter$1,000-$5,000
- Fortuna Investors LLCJupiter$400/hr, $5,000
- Giessel Wealth AdvisorsJupiter$2,000-$8,000, $18,000/yr
- Renew Family WealthJupiter$150-$250/hr, $1,500-$5,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.