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Blue Bear Financial, LLC

Headquartered in MT. PLEASANT, SC

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Firm Information

Blue Bear Financial, LLC is an investment advisory firm based in the United States. They offer financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. The firm manages approximately $28,346,061 in assets under management.

Blue Bear Financial, LLC

$28.35M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicit for registered investment advisors

Branch Locations (1)

BLUE BEAR FINANCIAL, LLC has a total of 1 branch locations across the country.
location

MT. PLEASANT, SC

Advisors at Blue Bear Financial, LLC

View All 1 Advisors
Unclaimed
Anthony Kinzie

CFP®, RA

MT. PLEASANT, SC

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Disclosures

There are no public disclosures for Blue Bear Financial, LLC.

Frequently Asked Questions (6)

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