BLUESTEM FINANCIAL ADVISORS, LLC
Savoy, Illinois
5.0
1 Review
Bluestem Financial Advisors, LLC, a local investment advisory firm based out of Savoy, IL, is dedicated to providing comprehensive financial solutions to its clients. With a team of nine highly skilled professionals, including six investment advisors, they offer personalized investment advisory services to individuals and high net worth clients. Bluestem Financial Advisors has a robust compensation structure that includes various types of fees, such as a percentage of assets under management, hourly charges, and fixed fees. The firm manages an impressive portfolio, with over $239,090,000 in assets under management for more than 5...
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Assets Under Mgmt

$239.09M

Investment Professionals

6

Locations

1

% 401K & Individual

11%

% Discretionary

100%
Compensation Structure
Hourly Charges
Fixed Fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Other: TAX PREPARATION FOR ADVISORY CLIENTS
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