Blue Zone Wealth Advisors, LLC
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Overview
Blue Zone Wealth Advisors, LLC operates as a financial advisor company headquartered in Los Angeles, California. The firm handles $363.1 million in assets over 359 accounts, making it one of the larger financial advisory firms in the United States by assets under management (AUM). The firm has a small group, including 3 financial advisors. Blue Zone Wealth Advisors, LLC is not a registered broker-dealer, meaning the firm is not able to buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer company to do so. Securities are tradable financial assets such as options, equities and bonds.
Blue Zone Wealth Advisors, LLC administers all of its client assets on a discretionary basis. Discretionary management signifies that buy and sell decisions are made by an investment advisor without requiring the client's authorization. The investment advisory firm administers roughly $1.0 million for each customer account. The typical advisor at Blue Zone Wealth Advisors, LLC administers about 120 client accounts.
The firm's central office is at 11812 San Vicente Blvd., Los Angeles, California 90049. The company is permitted to provide services to customers throughout a number of states, including California, Florida, Hawaii and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Blue Zone Wealth Advisors, LLC by the Numbers
$363.1 million
4
359
$1.0 million
Products and Services
Blue Zone Wealth Advisors, LLC offers multiple services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Notably, the firm did not provide any of its clients with financial planning services in the last financial year. It is not engaged in selling products or offering services apart from investment advisory services to its investment advisory accounts. The company is affiliated with one or more other companies in the financial services industry, including with an insurance company or agency.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
A financial advisor's fees vary depending on the services provided. Fee types billed by Blue Zone Wealth Advisors, LLC most likely are comprised of the following fee structures: asset-based or fixed. The company does not supply a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm caters to retail investors, high net worth investors and pension plans. Out of its 359 customers, Blue Zone Wealth Advisors, LLC's biggest client type by number of accounts is high net worth investors, although it also manages money for 72 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 under management or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's accounts are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 48.98%
- Other Individuals - 40.82%
- Corporations - 10.2%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Blue Zone Wealth Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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