Blume Capital Management, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400⁠-⁠$800/hr

“In addition to advising on investments in securities, Blume Capital may, occasionally, advise its investment management clients with respect to direct real estate investments or other investment or asset allocation decisions for an hourly fee that typically ranges from $400 to $800 depending upon the nature of the…”

Flat or project fee

$2,500⁠-⁠$7,500

“Blume Capital’s fees for these services are negotiable, but generally range from $2,500 to $7,500 on a fixed fee basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”

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

How Blume Capital Management, Inc. bills

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

• “For new accounts, Blume Capital charges a fee based on the value of assets placed in the account, prorated to the portion of the calendar quarter during which the assets were under management by the Firm.”
• “Upon termination, Blume Capital shall refund the pro-rated portion of any advanced advisory fee paid based upon the number of days remaining in the billing quarter.”

How Blume Capital Management, Inc.’s fees compare

• Its hourly rate of $400-$800 is above the California median of $300. 95% of the 932 other California planners that publish an hourly rate charge less.
• 4 of the 4 other planners in Berkeley that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$7,500 spans the California median of $5,000. 49% of the 796 other California planners that publish a flat or project fee charge less.
• 1 of the 3 other planners in Berkeley that publish a flat or project fee charge less.

About Blume Capital Management, Inc.

• Firm size: 7 employees.
• Registered as an adviser: 1998 (28 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

242

Employees

7

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles

Assets managed

$856,631,801

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

111768

Website

blumecapital.com (opens in new tab)

Phone

(510) 549-3534

Can advise clients in 7 states: California, Florida, Massachusetts, New York, Oregon, Texas, Virginia

Other planners in Berkeley that publish fees

• Effective Finance LLCBerkeley$250/hr, $500⁠-⁠$10,000
• Elmwood Wealth ManagementBerkeley$95⁠-⁠$225/hr, $3,000⁠-⁠$5,000
• North Berkeley Wealth Management, LLCBerkeley$295/hr
• Topel & Distasi Wealth Management, LLCBerkeley$300/hr, $10,000

Compare all 8 planners in Berkeley