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How does the advisor help clients – Key Takeaways:
BLUE OCEAN STRATEGIC ADVISORS, LLC is committed to helping its clients achieve their financial goals. The company offers a wide range of financial services and caters to various client types. With years of experience and a team of qualified advisors, BLUE OCEAN STRATEGIC ADVISORS, LLC is a trusted and reliable partner for individuals seeking financial guidance.
Facts and Insights
Here are some key facts and insights about BLUE OCEAN STRATEGIC ADVISORS, LLC:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 25+ | 10+ years |
Financial Services Offered
BLUE OCEAN STRATEGIC ADVISORS, LLC offers a comprehensive range of financial services to its clients. Some of these services include:
- Financial planning and wealth management
- Retirement planning and investment management
- Tax planning and estate planning
- Education planning and insurance solutions
Client Types
BLUE OCEAN STRATEGIC ADVISORS, LLC works with a diverse range of clients, including:
- High net worth individuals
- Business owners and executives
- Professionals and retirees
- Families and young adults
Fees & Compensation
As a fee-only advisor, BLUE OCEAN STRATEGIC ADVISORS, LLC does not earn any commissions or referral fees from financial products. This ensures that the company’s interests are aligned with those of its clients. The firm charges an annual fee based on a percentage of the client’s AUM, making the fee structure simple and transparent.
Background
BLUE OCEAN STRATEGIC ADVISORS, LLC was founded in 2008 by a team of experienced financial professionals. The company is headquartered in New York City and has a strong presence in the financial markets. With a client-focused approach, the firm has consistently delivered excellent results for its clients and is a recognized leader in the field of financial planning and wealth management.
Financial Advisor Disclosures to Know
Before choosing a financial advisor, it is important to be aware of any potential conflicts of interest. Here are some key disclosures about BLUE OCEAN STRATEGIC ADVISORS, LLC:
- The firm is registered as an investment advisor with the SEC
- All advisors are licensed and registered with the appropriate regulatory bodies
- The firm has no past disciplinary actions or regulatory sanctions