Blue Water Capital Management, LLC

Wealth Management Firm in Camillus, NY

Firm Info
Address: 507 Plum St Suite 102, Syracuse, NY 13204, USA
Phone: (315) 438-8690

Firm Size
Assets Under Management: $181.6 million
# of Advisors: 4
# of Clients: 612
Client to Advisor Ratio: 153:1
Average Account Size: $296,769
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors
  • Educational Seminars & Workshops

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

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

  • Pension & Profit Sharing Plans
  • State & Municipal Govt Entities
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly

Get Connected with a Financial Advisor

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Blue Water Capital Management, LLC Overview

Blue Water Capital Management, LLC is an investment advisory firm that has been providing investment advice only since 2007. Based in Syracuse, NY, the firm offers a fee-only fee arrangement to its clients, ensuring that there are no hidden costs or fees. Their primary focus lies in financial planning, portfolio management, and pension consulting services for both individual and small business clients. The firm caters to a wide range of clients and provides portfolio management services to both businesses and institutional clients. They offer a selection of other advisors and educational seminars and workshops to provide clients with a comprehensive understanding of their investment needs. Blue Water Capital Management is committed to helping clients achieve their financial goals by providing them with the knowledge and tools to make informed investment decisions. The firm distinguishes itself from others by offering personalized investment advice tailored to each client's individual needs. They believe that by working closely with clients and understanding their unique situations, they can develop customized investment strategies that align with their clients' goals. This personalized approach has helped them establish a loyal client base that trusts them to manage their financial affairs. Overall, Blue Water Capital Management, LLC is an investment advisory firm that prioritizes its clients' interests and seeks to provide them with the best investment advice possible.

rate fixed fee performance-based fee BLUE WATER CAPITAL MANAGEMENT, LLC offers its services to a diverse range of clients, including individuals, high net worth individuals, pension or profit sharing plans, state or municipal government entities, and other corporate entities that are not predefined. Each client receives personalized attention and tailored solutions to meet their specific financial needs. The firm's expert team of financial advisors offers informed investment advice to help clients achieve their financial goals and objectives. Fee structures vary depending on the type of service offered. Clients can choose between a percentage of assets under management (AUM), an hourly rate, a fixed fee, or a performance-based fee. The percentage of AUM fee structure charges a percentage of the client's total investment portfolio managed by the firm. An hourly rate fee structure charges for the actual time and expertise spent on a project. For a fixed fee structure, clients are charged a flat fee for specific services provided by the firm. In contrast, a performance-based fee structure is based on the return achieved by the investments managed by the firm on the client's behalf. BLUE WATER CAPITAL MANAGEMENT, LLC ensures that its clients have a clear understanding of the fees charged and the services provided to help them make informed financial decisions.

Typical Clients, Fee Structures & Investment Minimum

According to the Part 2 Brochure of Blue Water Capital Management, LLC, there is no mention of an investment minimum. Therefore, it is unclear what the investment minimum is for this firm.

How This Office Can Help Camillus, NY Residents

Blue Water Capital Management, LLC is a team of experienced financial advisors that are dedicated to providing the guidance and support clients need to achieve their financial goals. For those living in Camillus, NY, the team at Blue Water Capital offers a wide range of services designed to help clients tackle a variety of financial challenges. Some common financial situations faced by residents of Camillus, NY may include retirement planning, saving for college, managing debt, or investing in the stock market. The team at Blue Water Capital is equipped to help clients with these issues and more. By providing personalized financial planning and investment management services, the team at Blue Water Capital can help clients make informed decisions that are tailored to their unique needs and goals. Through ongoing communication and education, Blue Water Capital helps clients feel confident and empowered in their financial decisions, so they can live the life they've always imagined.

To view the Minimum Investment and Fee Schedule for Blue Water Capital Management, LLC, visit their Part 2 Brochure.

Services Offered by Blue Water Capital Management, 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 Blue Water Capital Management, 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
Percentage of Assets Under Management (AUM)
Hourly
Unavailable
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

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 507 Plum St Suite 102, Syracuse, NY 13204, USA
Phone (315) 438-8690
Opening Hours
  • Mon 8 AM–6 PM
  • Tue 8 AM–6 PM
  • Wed 8 AM–6 PM
  • Thu 8 AM–6 PM
  • Fri 8 AM–6 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
5 Stars  |  2 Reviews

Other Office Locations

This firm has no other locations.

State Registrations

Blue Water Capital Management, LLC is registered to service clients in the following states:

  • Florida
  • Kansas
  • New Hampshire
  • New York
  • Pennsylvania

Disciplinary History

Blue Water Capital Management, LLC does not have any disclosures. Please visit it's Form ADV for more details.