Blue Marble Investments, LLC

Compensation method(s): Asset management fees, project fees, commissions

Average fee for a comprehensive financial plan: NA

Fee for managing assets: A sliding scale from 1.5% of the first $50,000 under management to 0.2% of $15 million.

Hourly rate for one-time engagements: NA

Client demographics: Institutional clients, which make up about one-third of the clientele and two-thirds of the firm’s assets under management, include hospitals, universities, churches, and foundations. The remainder of the clientele is made up of individual investors, most of whom are women between the ages of 35 and 50.

Education: B.A. in business from Loma Linda University (California)

Previous incarnations: Registered representative and investment specialist VP with Bank of America

Professional designation(s): None

Outside interests: Mountain biking, sailing, scuba diving