Blue Jean Financial LLC

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Total assets under management

$94,731,737

Total clients

284

10% high-net worth

Total advisors

of 13 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

Average account size

$333,562

Client services

Financial planning Portfolio management

Fee options

Fixed

Fixed engagement fees for financial planning ranging from $900 to $25,000 per engagement.

Percentage

0.50% to 2.00% annually based on several factors including scope, complexity, asset level, and overall relationship

Other

Fee-only: Investment management fees paid monthly in arrears based on assets under management; Financial planning fixed fees range from $900 to $25,000 per engagement.

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Main office location

Blue Jean Financial LLC

125 Wolf Road, Suite 509

Albany NY 12205, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Instagram Website (518) 406-8488

Advisors at this firm

Benjamin K

ChFC®, Series 66

Albany, NY

Blue Jean Financial LLC

Logan S

Series 66

Albany, NY

Blue Jean Financial LLC

William B

Series 66

Albany, NY

Blue Jean Financial LLC

Tracy D

Series 65

Jenks, OK

Blue Jean Financial LLC

Donald B

Series 66

Livingston, TX

Blue Jean Financial LLC

Thiago R

Series 66

Marstons Mills, MA

Blue Jean Financial LLC

Jordan B

Series 66

Harwinton, CT

Blue Jean Financial LLC

Bryan M

Series 63, Series 65

Warnerville, NY

Blue Jean Financial LLC

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