Blue River Capital Management

The firm explicitly markets a flat-fee structure rather than the traditional percentage-of-assets model. On its website, BRCM highlights its fee framework as a core differentiator, stating it allows for flexibility and alignment with client interests, though it does not publish a specific fee schedule online.

Co-founders Jack Dukeminier and Philip Bagdade are the firm's partners and named decision-makers. Both hold the CFA designation and present themselves as a tight-knit team, but the firm has not publicly detailed a formal investment committee structure or the involvement of additional analysts or portfolio managers.

The firm states on its website that it puts client interests first and operates with a commitment to fiduciary duty. It structures its advice and planning services around this principle, though it does not cite a specific regulatory filing or external verification of its fiduciary status.

No. Certain third-party data sources have tagged the firm as a private equity manager, but its own website describes it exclusively as a wealth management and financial planning practice serving individual clients. There is no mention of pooled private equity funds, direct company investments, or institutional limited partners on the firm's public materials.

Yes. The firm positions itself as a full-service financial planning family, addressing what it calls "all aspects of your financial life." While it does not itemize every service on its public site, the language suggests it covers planning, preparation for future goals, and personalized portfolio construction.