Following are questions most frequently asked by prospective clients. Please contact us directly if you have further inquiries regarding our advisory services.
> What is the the typical net worth of your clients?
The typical family we serve has over $5 million in assets, and clients who wish to take advantage of certain alternative investments through BluePointe are required to be qualified purchasers ($5MM net worth).
> Where are clients' assets held?
Our clients have a choice of opening accounts at either Schwab Institutional or Fidelity Investments, both of which are highly respected and reputable third party custodians.
> How are you compensated for your services, and what are your fees?
BluePointe is a fee-only advisor. Our fees are scaled and based on assets under management.
> Does BluePointe receive commissions or other forms of hidden compensation?
We do not receive commissions or any hidden compensation.
> How often do you meet with your clients?
After the initial consultative process which can involve five to six meetings over a 90+ day period, we will meet as often as our clients deem necessary.
> Are your clients able to access their accounts online?
Yes, our clients have online access via the Client Login on our website or directly through our custodians' web portals, where they may view their portfolios, download statements, etc.