Independent Advice

Our advisory services are charged on a fixed fee arrangement and are not calculated based upon a percentage of a client’s assets under management.

Providing Truly Independent Advice

Our business model reflects our commitment to minimizing conflicts of interest. The only compensation Bluestone receives comes directly from our entrepreneurial clients, no other source. We do not receive commissions, referral fees or asset under management fees. Our advisory services are charged on a fixed fee arrangement and are not calculated based upon a percentage of a client’s assets under management.

Why does the fee arrangement matter? Objective, high quality, and truly comprehensive advice can only be expected if that is exactly what an advisor is paid to provide. If an advisor’s compensation is dependent on a client purchasing a specific product (an insurance policy for instance), or using a particular service (assets under management), a significant conflict of interest occurs whenever a different allocation of capital would be in the client’s best interest. You get the behavior you incentivize.

Our advisors assess a client’s overall situation and recommend the best course of action to meet the client’s individual objectives, whatever financial decisions that may involve. Our goal is to deliver maximum value with complete transparency, and to exceed the fiduciary standard of care.

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