Bluefin Financial is a small investment advisory firm based out of Moorestown, NJ, with one office. With a team of four dedicated professionals, Bluefin Financial offers comprehensive investment advisory services. Their average assets under management per investment advisor stand at approximately $51,890,000, aligning well with the industry average.
Bluefin Financial boasts a diverse compensation structure, which includes a percentage of assets under management, hourly charges, and fixed fees. Their expertise in managing employer 401Ks and individual accounts is evident as these sources contribute to nearly half of their assets ...
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Assets Under Mgmt
$207.58M
Investment Professionals
4
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.