Blue Marble Investments, LLC
36 West Colorado Blvd.
Pasadena, California 91105
Year practice began: 2000
Number of advisors in office: 1 advisor, 1 assistant, plus 3 off-site contract employees
Number of clients: 120
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