Blue Water Capital Management, LLC
Blue Water Capital Management, LLC (CRD# 127193) is a financial advisory firm headquartered in San Diego, CA. They manage $54,000,000 in 283 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management54MILLION
Total Number of Accounts283ACCOUNTS
Average Account Value$190,813
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Terrance Green (CRD# 2743962) is an Investment Advisor Representative working at Blue Water Capital Management, LLC in San Diego, CA and has over 18 years of experience in the finance industry. Terrance Green has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Joan Oconnell (CRD# 2269352) is an Investment Advisor Representative working at Blue Water Capital Management, LLC in San Diego, CA and has over 25 years of experience in the finance industry.