Advisory Fees and Investment Costs

Clear and Transparent Pricing for Personalized Financial Guidance

At BlueBird Advisory, I believe in providing straightforward, transparent pricing. I aim to deliver high-quality, customized financial advice without hidden fees or surprises. Below, you’ll find a breakdown of my advisory fees, the value-added services you receive, and special offers to make professional advice accessible.

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Investment Management Fees

My fee structure is designed to align with your financial success. I offer ongoing, personalized financial advice that evolves as your needs and assets grow.

Advisory Fee Structure: Fees are based on a percentage of the assets under management (AUM), with a tiered structure that lowers as assets grow. This ensures that as wealth increases, costs become more efficient.
Aligned Incentives: I only succeed when your assets grow. Since my fees are tied to the value of your portfolio, I am motivated to help you achieve long-term growth and success.
Quarterly Account Charge and Minimal Expenses: A small quarterly account maintenance charge and potential minimal custodial or administrative expenses are fully disclosed upfront. These charges cover essential account services and management.
No Trading Costs: There are no additional trading costs with this fee structure. All portfolio management, adjustments, and rebalancing are handled without extra charges, providing a straightforward cost structure.

Disclosures

Annual Fees, Billed Quarterly:
The fees shown are annual rates but are billed every quarter.
Household-Level Calculation:
The fees are calculated at the household level, not the individual account level.
Negotiable Fees:
For households with over $5,000,000 in assets, fees are negotiable based on the services required.
Custodial and Administrative Costs:
Additional minimal custodial or administrative costs may apply.

Considering the Cost of Professional Advice

For more details on the value of professional guidance versus managing investments on your own, visit the Why BlueBird page. It outlines how working with an advisor often provides long-term benefits that outweigh the DIY route cost.

Exclusive First-Year Discount for Outdoor Enthusiasts

As an outdoor enthusiast, I understand the passion for exploration and adventure. To make high-quality financial advice more accessible, I offer a 50% discount on advisory fees for the first year to outdoor lovers. Whether you ski, hike, bike, or enjoy other outdoor activities. This discount allows you to begin your financial journey with professional guidance at a reduced cost.

Access to Award-Winning Financial Planning Tools

My advisory services include free access to the eMoney financial planning portal, a comprehensive tool that provides a 360-degree view of your financial life. This platform offers valuable features to help you stay engaged and informed with your financial plan:

Comprehensive Financial View

See your entire financial picture in one place, including accounts outside BlueBird Advisory’s management.

Account Aggregation

Connect all your financial accounts for a holistic view of your finances.

Secure Document Storage

Safely store and share important documents.

Goal Tracking

Personalize and track your progress toward financial goals.

Interactive Planning Tools

Visualize "what-if" scenarios and explore different financial strategies.

Spending and Budgeting Tools

Manage spending and create budgets to support your financial health.

Real-Time Updates

Stay informed with real-time information on your account balances and investment performance.

Understanding Investment Product Costs

It’s essential to understand the difference between broker-dealer products and the fiduciary services I offer:

Broker-Dealer Products:

Some alternative investments, such as real estate and private offerings, may involve broker-dealer commissions. These products are recommended only when they are in your best interest and align with your financial goals.

Fiduciary Standard:

My core investment management services are conducted under the fiduciary standard, meaning I am legally required to act in your best interest. All advice is objective and free from commissions, ensuring your financial well-being is prioritized.

Feel free to reach out if you’re ready to take the next step in your financial journey or have any questions about the fee structure. I’m here to help you navigate your financial future with confidence and clarity.

Ready to Elevate Your Investments?

Discover how my tailored investment management strategies can transform your financial future. Let’s explore how a client-centric approach, grounded in founder-led innovation and comprehensive risk management, aligns with your goals.