The following information is based only on our full-time (investment management) clients. Data as of Spring 2018.
Money Under Advisement: $62M+
Notes: We are an established firm, but not too big. We know our clients, and we our focused on their needs. That is why we limit the number of new client engagements.
|Retire within 0-5 Years:||15%|
|Average Age of Client Taking Distributions:||71.6|
Notes: While most of our clients are married, we also work with a number of single women. Almost 2/3rds of our clients are either in retirement or within a few years of it. Over 55% of our clients are age 60 or higher.
Average % of Stocks in Portfolio (All Clients): 57%
Average % of Stocks (Retirees): 49%
Notes: Our portfolios range from very conservative (15% stocks) to very aggressive (100% stocks), but average out as moderately aggressive. As expected, retirees have more conservative allocations.
|Client Longevity with Blue Water|
|Average # of Years as Client:||9.7|
|Client for 0-5 years:||20%|
|Client for 5-10 Years:||10%|
|Client for 10+ Years:||70%|
Notes: We are proud of our track record. Most clients have worked with us for a number of years, and we have consistently had a high rate of client retention.