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Bluebird + Wealth Management - Financial Advisor in West Newbury, MA

Paladin Research Report For:

Bluebird Wealth Management

6 Felton Ln
West Newbury, MA 01985
978-775-1287

General Information

Firm Start Year
  • 2018
No.of Employees
  • 2-4
Firm CRD#
  • 293420
Name of Broker/Dealer
  • N/A
Name of Custodial Firm
  • TD Ameritrade Institutional
States Licensed in
  • MA, with the ability to serve clients throughout the United States
Years of Experience in Financial Services
  • 11
Number of Years with Current Firm
  • 1
Work with the following types of clients
  • Investment Clubs, Businesses, Non-Profit Organizations, Individual Investors
Advisory Services Provided
  • Investment Advice & Management, Financial Advice & Consulting, Estate Planning & Trusts, Insurance Products & Annuities, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Financial Planning

Compliance

Registered Investment Advisor
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes

Firm Information

Firm's Number of Clients
  • 80
Firm's Number of Planning Clients
  • 70
Firm's Number of Managed Clients
  • 80
Assets Managed by Firm
  • $90,000,000
Advisor's Number of Clients
  • 80
Advisor's Number of Managed Clients
  • 80
Advisor's Number of Planning Clients
  • 70
Assets Managed by Advisor
  • $90,000,000

Compensation and Fees

Fee Structure
  • Fee-Only
Minimum Portfolio Size for New Managed Accounts
  • $250,000
Compensation Methods
  • Based on Assets, Hourly, Flat Fee
Fee % Based on Assets
  • 1%
Hourly Rate
  • $350
Additional Details on Charges
  • We do not earn commissions or referral bonuses. We are an Independent RIA and do not sell financial products.
Minimum Fee Charged for Managed Accounts
  • $2500
Minimum Fee Charged for Hourly Planning Accounts
  • $700/annually

BASIC INFORMATION NEEDED FOR THE INQUIRY