BlueLine Advisors

Wealth Management Firm in Exeter, NH

Firm Info
Address: 99 Water St, Exeter, NH 03833, USA
Phone: (603) 418-0940

Firm Size
Assets Under Management: $192.4 million
# of Advisors: 4
# of Clients: 448
Client to Advisor Ratio: 112:1
Average Account Size: $429,453
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services
  • Selection of Others Advisors
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Charitable Organizations
  • Other Investment Advisors

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

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Blueline Advisors Overview

Blueline Advisors is an investment advisory firm that is based in Exeter, New Hampshire. Since its founding in 2015, the firm has offered investment advice exclusively to its clients under a fee-only arrangement. This means that the firm does not earn commissions or fees based on investment transactions or product sales. Instead, Blueline Advisors charges its clients a fee for the advisory services that it provides to them. As a registered investment advisory firm, Blueline Advisors specializes in providing investment advice and related services. These services include financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm also provides selection services for other advisors, helping clients find professionals who meet their specific needs. Blueline Advisors also offers sub-advisory services and consulting on non-securities related projects. These additional services allow the firm to provide a broad range of support to its clients, making it an ideal choice for those who are seeking comprehensive financial guidance. With its focus on investment advice and wealth management, Blueline Advisors is a trusted partner for those who want a proactive approach to growing and preserving their wealth.

Blueline Advisors is a prominent investment firm renowned for its exceptional services and proficiency in offering customized investment solutions to its clients. Catering to a diverse range of clients, Blueline Advisors serves individuals, high net worth individuals, charitable organizations, and other investment advisors. The firm's clientele base is broad and inclusive, ensuring that every client receives personalized attention and the best possible investment solutions. Blueline Advisors prides itself on offering expert advisory services, tailored to each client's unique financial goals and portfolio objectives. The fee structure available at Blueline Advisors is flexible and provides options for clients according to their specific needs and budget. The main fee structures available include percentage of assets under management (AUM) and fixed fees. For clients seeking long-term investment management services, a percentage of AUM is a popular option since the advisor's fee is directly linked to the client's portfolio growth. The fixed fee structure is ideal for clients seeking precise investment advice or those with limited investment capital. Blueline Advisors' fee structures are transparent and devoid of hidden costs. Clients can rest assured that they're getting the best value for their money without any unpleasant surprises.

Typical Clients, Fee Structures & Investment Minimum

Based on the note in their Part 2 Brochure, Blueline Advisors does not have any minimum requirements for opening or maintaining an account.

How This Office Can Help Exeter, NH Residents

BlueLine Advisors is a leading financial advisory firm that assists clients in Exeter, NH, and surrounding areas. The firm provides a wide range of financial planning and investment management services that are tailored to meet the specific needs of each client. BlueLine Advisors recognizes that people living in Exeter, NH, face unique financial challenges, such as retirement planning, tax planning, debt management, and investment management. Therefore, the firm takes a comprehensive approach to financial planning, which involves understanding the client's individual financial situation, identifying their financial goals, and developing a plan that helps them achieve their objectives. For example, many residents of Exeter, NH, are nearing retirement age and need assistance with retirement planning. BlueLine Advisors helps them by analyzing their retirement income and expenses, reviewing their investment portfolios, and developing a retirement income strategy that meets their long-term needs. Similarly, many clients in Exeter, NH, struggle with proper debt management. BlueLine Advisors provides guidance on consolidating debt, lowering interest rates, and reducing overall debt levels, enabling clients to improve their credit score and set them on a path to financial success. Ultimately, BlueLine Advisors helps clients in Exeter, NH achieve their financial goals while providing peace of mind and financial security.

To view the Minimum Investment and Fee Schedule for Blueline Advisors, visit their Part 2 Brochure.

Services Offered by Blueline Advisors

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Blueline Advisors most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 99 Water St, Exeter, NH 03833, USA
Phone (603) 418-0940
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 99 WATER STREET, SUITE 3, EXETER, NH 3833, United States

This firm has no other locations.

State Registrations

Blueline Advisors is registered to service clients in the following states:

  • Florida
  • Maine
  • Massachusetts
  • New Hampshire

Disciplinary History

Blueline Advisors does not have any disclosures. Please visit it's Form ADV for more details.