Bluebird Wealth Management

We help people prepare for and thrive during retirement, by addressing critical factors such as retirement income generation, tax-sensitive portfolio management, insurance reviews (we do not sell insurance), and estate planning. We help our clients meet retirement and life goals by delivering transparent and independent asset management, tightly integrated with comprehensive financial planning, at an attractive value.

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Firm Start Year

2018

No. of Employees

2-4

Firm CRD#

293420

Name of Broker/Dealer

N/A

Name of Custodial Firm

TD Ameritrade Institutional

States Licensed in

MA, with the ability to serve clients throughout the United States

Years of Experience in Financial Services

11

Number of Years with Current Firm

1

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations, Investment Clubs

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Portfolio Management

Investment Types

Alternative Investments, Exchange Traded Funds (ETFs), Options & Futures, Bonds, Stocks, Mutual Funds, Commodities, Socially Responsible Investments (SRI)

Can meet clients in the following ways

Your Home, Your Office, Phone, Our Office, Video Conference

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Firm's Number of Clients

80

Firm's Number of Planning Clients

70

Firm's Number of Managed Clients

80

Assets Managed by Firm

$90,000,000

Advisor's Number of Clients

80

Advisor's Number of Managed Clients

80

Advisor's Number of Planning Clients

70

Assets Managed by Advisor

$90,000,000

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Flat Fee

Fee % Based on Assets

1%

Hourly Rate

$350

Additional Details on Charges

We do not earn commissions or referral bonuses. We are an Independent RIA and do not sell financial products.

Minimum Fee Charged for Managed Accounts

$2500

Minimum Fee Charged for Hourly Planning Accounts

$700/annually

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Additional Detailed Disclosures

https://www.financialadvisor.net/disclosure/1889881/financialadvisor-bluebird-wealth-management-detailed-disclosure