Blue Owl Insurance Solutions

CRD#331318
Investment Advisor Firm

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Learn more about Blue Owl Insurance Solutions

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Disclosures
  • State Registrations
  • Office Locations

    • Overview

    Blue Owl Insurance Solutions is located at 399 Park Avenue, New York, NY. The firm employs 30 financial advisors to manage client portfolios and provide financial guidance. Blue Owl Insurance Solutions is not a registered broker-dealer.

    Blue Owl Insurance Solutions offers portfolio management for institutional clients and selection of other advisers. The firm operates on an asset-based and performance-based fee structure. The firm maintains affiliations with a broker-dealer or securities dealer and a commodity pool advisor.

    Blue Owl Insurance Solutions is registered in the states of California, Connecticut, Illinois, Massachusetts, and New York.

    Number of Advisors

    30

    Disclosures

    No

    Office Location

    399 Park Avenue
    New York, NY 10022-4614

    Blue Owl Insurance Solutions by the Numbers

    Total Number of Employees

    60

    National Average: 64
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    Products and Services

    Financial services provided by Blue Owl Insurance Solutions can include portfolio management for institutional clients and selection of other advisers. Notably, Blue Owl Insurance Solutions did not provide any of its clients with financial planning services in the last financial year. The Firm does not sell products or offer services other than investment advice to its investment advisory customers.

    Core Advisor Services

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      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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      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

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      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

    • 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.

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    Fee Structure

    Fees for financial management usually depend on which service is provided. Fees charged by Blue Owl Insurance Solutions most likely consist of any combination of the following fee structures: asset-based or performance-based.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 26% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Disclosures

    Blue Owl Insurance Solutions does not have any disclosures.

    Please visit its Form ADV for more details.

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