Blue Marble Investments, based out of San Luis Obispo, CA, is a small investment advisory firm with a strong presence in the industry. With over 200 individual clients and an impressive $123,472,000 in assets under management, the firm has established itself as a trusted partner for investors seeking personalized financial guidance. While Blue Marble Investments primarily focuses on managing discretionary assets, it also possesses the expertise to handle employer funds. Their comprehensive compensation structure includes various types, such as a percentage of assets under management, ensuring that the firm's interests align with ...