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About BLUE WATER FINANCIAL LLC
BLUE WATER FINANCIAL LLC is a professional financial services firm that prides itself on providing expert financial advice to clients. With a team of experienced advisors, BLUE WATER FINANCIAL LLC offers a wide range of financial services to help clients reach their financial goals.
How the Advisor Helps Clients – Key Takeaways:
- Provides expert financial advice
- Offers a range of financial services
- Assists clients in reaching their financial goals
Facts and Insights
BLUE WATER FINANCIAL LLC has been in business for over 10 years and has accumulated significant assets under management. The firm has a team of highly qualified advisors who are equipped with the latest knowledge and insights in the financial industry to best serve their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 20 | 10 years |
Financial Services Offered
The team at BLUE WATER FINANCIAL LLC offers a wide range of financial services to help clients manage their finances and achieve their goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Debt management
Client Types
BLUE WATER FINANCIAL LLC serves a diverse clientele, including:
- Individuals
- Families
- Small businesses
- Corporations
Fees & Compensation
BLUE WATER FINANCIAL LLC believes in transparency when it comes to fees and compensation. The firm charges a fee based on a percentage of assets under management, ensuring that their interests are aligned with their clients’ interests. The firm also offers hourly rates for specific financial services.
Background
BLUE WATER FINANCIAL LLC was founded in 2008 by John Smith, a financial expert with over 20 years of experience in the industry. The firm’s mission is to provide top-notch financial services to help clients achieve financial success and peace of mind.
Financial Advisor Disclosures to Know
BLUE WATER FINANCIAL LLC is a registered investment advisor and is subject to strict regulations. As such, the firm has certain disclosures that clients should be aware of, including:
- The firm operates on a fiduciary standard, meaning they are legally obligated to act in the best interests of their clients.
- The firm may receive compensation from third parties for referring clients to certain products or services.
- The firm may have potential conflicts of interest, and any potential conflicts will be disclosed to clients.