Blue Water Capital Management

Blue Water Capital Management at a glance

• One of 278 fee-only firms based in North Carolina in the Wellspent graph.
• 1 advisor is listed here, who holds the CFP.
• Its Form ADV reports 2 employees and 106 individual clients, 58 of them high net worth.
• Its average account is about $415,000 (assets it manages divided by its 385 accounts).

Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina

Facts

Blue Water Capital Management fees

Blue Water Capital Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (1)

• Terrance Green

  CFP