Overview
- Headquarters
- Moorestown, NJ
- Total Firm Assets
- $290 million
- Average High-Net-Worth Client Portfolio Size
- $3.0 million
Fee Disclosure
Source: ADV PART 2A- MONEY MANAGEMENT FINANCIAL SERVICES LLC DBA BLUE FIN FINANCIAL (2025-03-03)
· View brochure text
Latest filing: ADV PART 2A- MONEY MANAGEMENT FINANCIAL SERVICES LLC DBA BLUE FIN FINANCIAL (2026-03-26)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $250,000 | 1.25% |
| $250,001 | $500,000 | 1.00% |
| $500,001 | $750,000 | 0.75% |
| $750,001 | $2,000,000 | 0.50% |
| $2,000,001 | $5,000,000 | 0.25% |
| $5,000,001 | and above | 0.10% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $8,750 | 0.88% |
| $5 million | $21,250 | 0.42% |
| $10 million | $26,250 | 0.26% |
| $50 million | $66,250 | 0.13% |
| $100 million | $116,250 | 0.12% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 71.23%
- Number of High-Net-Worth Clients
- 68
- Total Client Accounts
- 708
- Discretionary Accounts
- 670
- Non-Discretionary Accounts
- 38
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Regulatory Filings
- SEC CRD Number
- 288375
- ADV PART 2A- MONEY MANAGEMENT FINANCIAL SERVICES LLC DBA BLUE FIN FINANCIAL (2026-03-26) · View brochure text
- ADV PART 2A- MONEY MANAGEMENT FINANCIAL SERVICES LLC DBA BLUE FIN FINANCIAL (2025-03-03) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗