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Bluebird Wealth Management

Tel: 978-775-1287
6 Felton Ln
West Newbury, MA 01985
Bluebird Wealth Management | Financial Advisor in West Newbury ,MA

Institutional grade, personal touch



About 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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General Information

Firm Start Year:   2018
No.of Employees:   2-4
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
Number of Years with Current Firm:   1
Work with the following types of clients:   Investment Clubs, Businesses, Non-Profit Organizations, Individual Investors
Advisory Services Provided:   Investment Advice & Management, Financial Advice & Consulting, Estate Planning & Trusts, Insurance Products & Annuities, Portfolio Management, 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, Financial Planning

Services

Investment Types:   Mutual Funds, Alternative Investments, Exchange Traded Funds (ETFs), Commodities, Stocks, Bonds, Options & Futures, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Our Office, Your Home, Your Office, Via Phone, Video Conference

Firm Information

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

Compensation and Fees

Fee Structure:   Fee-Only
Minimum Portfolio Size for New Managed Accounts:   $250,000
Compensation Methods:   Based on Assets, Hourly, 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

Financial Services

Financial Planning for Individuals

Our approach to financial planning is to leverage robust web-based technology to securely aggregate your full financial picture. We then work with you to create a personalized financial planning roadmap

Portfolio Management

We build custom portfolios to fit the specific needs and preferences of our clients. Our starting point in portfolio construction is to address the goals of each portfolio, and adapt our approach to meet these objectives. Our clients have direct access to their portfolio manager to ensure a personalized investment experience.

401K Rollovers

Assist clients with understanding their options, weighing the pros and cons of each as it relates to their personal situation and preferences.

Insurance Planning

We provide insurance and risk analysis, but do not sell insurance products.

Annuities

We provide annuity reviews for clients who own or are considering purchasing an annuity product.

Tax Advice and Services

We provide tax management and planning services but do not provide tax preparation. We help our clients improve tax efficiency through tax-loss harvesting, capital gains management, gifting & estate planning strategies as well as Savings and Distributions strategies.

Education Funding and Planning

We provide advice on account types such as 529 college savings or UTMA/UGMA.

Wealth Management

Bluebird Wealth's Comprehensive Fee-Only service will include customized portfolio management, tax planning, estate & gift planning, retirement planning and the ability to work with other trusted advisors. We understand the importance of a cohesive approach and encourage collaboration with your insurance agent, attorney or CPA. When we combine ongoing portfolio management with proactive financial planning, we are able to uncover more opportunities to improve your financial picture.

Money Management

Discretionary money management services are done in house by a CFA holder who you may speak with directly. We use Separately Managed Accounts to allow for more precise customization.


FAQs

Do you have a customer satisfaction or refund policy?

Our clients pay at the end of each quarter after the work has be complete.

What are your qualifications? What is your education background?

I have a Bachelors degree in business with a focus in finance from the University of New Hampshire. I was in an investment club managing part of the UNH endowment during the financial crisis, as a financial sector analyst. I completed the CFP Certificate program at Boston University and I have been a CFP since 2015. I have previously held a series 7, 63, 66 securities license, as well as life and health insurance licenses. I no longer carry these because I do not sell any financial products.

How are you compensated? How will I pay for your services?

We are a Fee-Only RIA, with two fee structures. 1) Assets Under Management - Fee is paid by the client to Bluebird Wealth at the end of each quarter based on the value of the total assets being managed. Most clients elect to have the fees deducted directly from their accounts, processed by our Custodian, TD Ameritrade. 2) Hourly Planning - Fee is paid by the client to Bluebird Wealth at the end of each quarter. Fees are paid by check or bank transfer.

If you are going to manage my account, will you obtain my permission every time you buy or sell something?

No, if you are delegating any portfolio management you will have the opportunity to speak with your personal portfolio manager. The portfolio manager will be involved in the investment strategy meeting to help determine the overall asset allocation. You will be able to communicate any of your personal preferences or mandates that you would like applied to the accounts. Examples include Dividend focused, Growth focused, ESG, Sector Specific.

How many clients do you currently manage?

We oversee around 100 Separately Managed Accounts for 50 Households with $90,000,000 in assets under management.

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Compliance

Registered Investment Advisor:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Communities Served

All

Compensation Arrangements

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