Bluestem Financial Advisors, LLC

Financial Advisor in Champaign County, IL

Firm Info
Address: 1809 Woodfield Dr Suite A, Savoy, IL 61874, USA
Phone: (217) 352-0000

Firm Size
Assets Under Management: $256.8 million
# of Advisors: 6
# of Clients: 143
Client to Advisor Ratio: 24:1
Average Account Size: $1.8 million
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Hourly
  • Fixed Fees (Other than subscription)
  • Other

Get Connected with a Financial Advisor

* required fields

Bluestem Financial Advisors, LLC Overview

Bluestem Financial Advisors, LLC is a fee-only registered investment advisory firm headquartered in Champaign, IL. They have been in business since 2019 and specialize in offering investment advice to their clients. As a fee-only firm, they are committed to providing impartial advice and do not receive any commissions or compensation from the sale of financial products. Bluestem Financial Advisors, LLC offers a range of financial services including financial planning, portfolio management for individuals and small businesses, and tax preparation for their advisory clients. Their financial planning services cater to clients with various financial goals and objectives, helping them create a customized plan to achieve their financial aspirations. Their portfolio management services are designed to help clients manage their investment portfolios and achieve their financial targets. Bluestem Financial Advisors, LLC also provides tax preparation services for their advisory clients. This additional service allows clients to have all their financial needs met in one place, ensuring optimal efficiency and effectiveness in their overall financial management. Overall, Bluestem Financial Advisors, LLC is a comprehensive and reliable advisor that helps clients achieve their financial goals.

Bluestem Financial Advisors, LLC is a renowned financial advisory firm that offers services to a wide range of clients. The clients served by the firm include individuals and high net worth individuals seeking quality and professional financial advice. The firm has a team of well-trained financial advisors who are well-equipped to handle the varied financial needs of clients. Bluestem Financial Advisors, LLC provides comprehensive financial planning and wealth management services to its clients. When it comes to fee structures, Bluestem Financial Advisors, LLC offers several options to suit the needs of its clients. The firm offers hourly rates, fixed fees, and other types of fees depending on the services provided. The hourly rate option is convenient for clients who require limited services and do not want to commit to a full service. The fixed fee option is suitable for clients who need a more comprehensive financial plan and need ongoing support. The other types of fees available may include performance-based fees, retainer fees, or a percentage of assets under management. The firm works closely with clients to establish a fee structure that is tailored to their unique financial needs. Bluestem Financial Advisors, LLC values transparency in its fee structures and ensures that clients fully understand the cost of services provided.

Typical Clients, Fee Structures & Investment Minimum

According to the Part 2 Brochure of Bluestem Financial Advisors, LLC, the firm's investment minimum is not mentioned anywhere. Therefore, it is unclear what the minimum investment amount is for clients who want to work with Bluestem Financial Advisors. It is recommended that individuals interested in investing with this firm reach out to their representatives directly for more information about investment minimums and other related details.

How This Office Can Help Champaign County, IL Residents

Bluestem Financial Advisors, LLC provides comprehensive financial planning and investment management services to clients in Champaign County, IL. The firm's team of certified financial planners work closely with each client to understand their specific goals, needs, and situations, and provide personalized advice and solutions to help them achieve their financial objectives. Some common financial situations that clients in Champaign County, IL might be facing include retirement planning, college savings, managing debt, estate planning, and tax planning. Bluestem Financial Advisors, LLC helps clients navigate these complex financial issues by creating customized investment portfolios, creating retirement income strategies, developing debt reduction plans, creating estate plans, and providing guidance on tax optimization strategies. The firm's goal is to help clients achieve financial independence and security, and to help them feel confident and secure in their financial futures.

To view the Minimum Investment and Fee Schedule for Bluestem Financial Advisors, LLC, visit their Part 2 Brochure.

Services Offered by Bluestem Financial Advisors, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Bluestem Financial Advisors, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Hourly
Fixed Fees (Other than subscription)
Other
Unavailable
Percentage of Assets Under Management (AUM)
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 1809 Woodfield Dr Suite A, Savoy, IL 61874, USA
Phone (217) 352-0000
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

Firm Headquarters
Firm headquarters location 1802 FOX DRIVE, SUITE A, CHAMPAIGN, IL 61820, United States

This firm has no other locations.

State Registrations

Bluestem Financial Advisors, LLC is registered to service clients in the following states:

  • Arizona
  • Illinois

Disciplinary History

Bluestem Financial Advisors, LLC does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Fiduciary Financial Advisor FAQs