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BlueLine Advisors

Updated today

Client assets under management

$188,434,927

Clients

148

35% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

49

Typical

Average account size

$1,273,209

About

BlueLine Advisors serves individual clients (including high-net-worth and non‑HNW individuals) as well as institutional entities such as pension and profit‑sharing plans, trusts, estates, and corporations. The firm provides fee‑based investment advisory and portfolio management alongside wealth advisory services, pension consulting, and project‑based financial research.

The firm’s investment approach centers on strategic and tactical asset allocation using exchange‑traded funds and mutual funds, with discretionary, custom management tailored to each client’s objectives and risk tolerance. BlueLine also employs fundamental, technical, quantitative, and cyclical analysis and may implement a broad set of strategies — including options, short sales, margin, and investments in private funds or third‑party managers — depending on client needs.

Compared with many peers, BlueLine regularly acts as a sub‑advisor and provides outsourced Chief Investment Officer and consulting services to other advisers and third‑party programs, an arrangement that is relatively uncommon among supported firms. The firm also reports a substantial portion of assets managed on a non‑discretionary basis and offers fixed‑fee special projects (e.g., divorce consulting, one‑off financial plans), indicating a mix of institutional and bespoke service arrangements beyond typical retail portfolio management.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers
Sub-advisory services; consulting on non-securities related projects

Expertise

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments Tax-loss harvesting

Occupation focus

Airline Pilot Founder/Business Owner

Fee options

Fixed

Fixed fees for special projects and ongoing advisory services, negotiated in advance, ranging from $500 to $50,000

Percentage

Up to 1.50% annually, negotiable at Advisor’s discretion

Other

Fee-only: Fixed fees for special projects range from $500 to $50,000, negotiated in advance; may include ongoing wealth advisory services charged as fixed fees

Main office location

BlueLine Advisors

99 Water Street, Suite 3

Exeter NH 03833, United States

Number of offices

3

Most active in

Florida · Maine · Massachusetts · New Hampshire

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Leonard T

Series 65

Exeter, NH

BlueLine Advisors

Leonard Turcotte is a financial advisor with BlueLine Advisors in Barrington, NH, holding a Series 65 credential and 13 years of industry experience. He has been with BlueLine Advisors since 2013 and also works with Wolverton-Wrexham LLC. In addition to his financial advisory roles, he has a long-standing career with American Airlines dating back to 1985. BlueLine Advisors provides fee-based investment advisory and wealth management services primarily to individual clients, including high-net-worth individuals, as well as retirement plans, trusts, estates, and business entities. The firm manages portfolios using strategic and tactical asset allocation with a focus on ETFs and mutual funds, and is notable for its sub-advisory services and consulting projects offered to other investment advisers and plan sponsors.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments Tax-loss harvesting Airline Pilot Founder/Business Owner
user avatar

Eric G

Series 65

Exeter, NH

BlueLine Advisors

Eric Giacobba is a financial advisor at BlueLine Advisors with 16 years of industry experience. He holds a Series 65 designation and has worked at BlueLine Advisors since 2022. In addition to his advisory role, Mr. Giacobba is the CEO of Covrd, Inc., a technology company focused on product management, design, and sales and marketing. BlueLine Advisors provides fee-based investment advisory and wealth management services primarily to individual clients, including high-net-worth individuals, as well as retirement plans, trusts, estates, and business entities. The firm manages portfolios using strategic and tactical asset allocation with an emphasis on exchange-traded funds and mutual funds, and it also serves as a sub-advisor to other investment advisers and plan sponsors.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments Tax-loss harvesting Airline Pilot Founder/Business Owner
user avatar

Frank S

CFA®, Series 63

Exeter, NH

BlueLine Advisors

Frank Sabin is a CFA® charterholder with 20 years of industry experience and has been with BlueLine Advisors since 2012. He holds a Series 63 license and teaches courses at Southern New Hampshire University outside of his advisory role. BlueLine Advisors provides fee-based investment advisory and wealth management services to individual clients, retirement plans, trusts, estates, and business entities. The firm employs a discretionary portfolio management approach using strategic and tactical asset allocation with a focus on ETFs and mutual funds, and it also serves as a sub-advisor and service provider to other advisers and plan sponsors.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments Tax-loss harvesting Airline Pilot Founder/Business Owner
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