Get Personalized Support for Your Financial Goals
Partner with our advisors for tailored guidance, powered by Bleum Wealth’s integrated digital platform. Gain the clarity and confidence you need to make smarter financial decisions.
Personalized Guidance to Meet Your Goals.
6M+
Users on Automated Investing Platforms
Connect with our advisors for tailored support designed to fit your unique needs. With Bleum’s expert advice and cutting-edge tools, you can move forward confidently toward your financial future.
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Personalized Financial Planning and Professional Guidance
0.65% annual fee | $100,000 minimum balance required
With Premium, you’ll enjoy:
- Unlimited access to CERTIFIED FINANCIAL PLANNER™ professionals.
- Personalized financial planning and custom‑tailored portfolios designed to align your goals, cash needs, and estate planning strategy.
- A dedicated team ready to assist with your financial questions.
- A tailored plan covering investments, tax strategies, retirement, and more.
Complimentary Setup Support to Get You Started
No fee | $5,000 minimum transfer to qualify
With this option, you’ll receive:
- A one-on-one session with a financial advisor focused on helping you define your goals and determine if Bleum is the right fit for you.
- Step-by-step assistance in setting up your account to align with your financial objectives.
- Advisor guidance to ensure a smooth and seamless transfer of funds to Bleum Wealth.
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*Bleum Wealth’s Licensed Concierge Team offers support for individuals transferring assets to Bleum Wealth of $20,000 or more, and receives incentive compensation based on assets brought to or invested with Bleum Wealth. Bleum Wealth’s revenue varies for different offerings (e.g., Bleum Wealth Digital and Premium, Cash Reserve), and consequently, Team members have an incentive to recommend the offering which results in the greatest revenue for Bleum Wealth. The marketing and solicitation activities of these individuals are supervised by Bleum Wealth to help ensure that these individuals act in the client’s best interest.
Financial Guidance You Can Rely On
Bleum Wealth is dedicated to putting your best interests first. Our financial advice is designed to help you maximize your money and confidently work toward building a brighter future.
FAQ
Who will I be speaking with when I talk to an advisor?
You’ll connect with a licensed advisor or a CERTIFIED FINANCIAL PLANNER™, depending on your needs and the service level you choose.
What can an advisor help me with?
Advisors offer support across retirement planning, investing, tax strategies, and more, always tailored to your financial goals.
Is there a fee to speak with someone?
Initial setup support is complimentary with a qualifying account transfer, while ongoing advisory services are part of Bleum’s Premium offering.
What makes Bleum’s advice different?
Bleum puts your best interests first — offering guidance without commissions or hidden agendas.
