How We
Are Different
At BLSH Wealth Management, we understand how challenging it can be to find a wealth manager that truly aligns with your needs. That’s why we’ve built our entire business around putting clients at the center of everything we do.
A Low Flat Fee, and No Commissions
Why?
It’s difficult to consistently outperform the market on a risk-adjusted basis over the long term—especially after accounting for fees. Doing so would require consistently surpassing the collective expertise of market participants, net of costs. As a result, low fees are a clear, measurable advantage that is entirely within your control.
How?
At BLSH Wealth Management, we understand the concerns surrounding fees. That’s why we offer a straightforward, low, flat-fee schedule based on assets under management (AUM).
Our fees are typically 45% lower than the industry median, according to research by Kitces.
Our approach is intentionally designed to be clear, easy to understand, and aligned with your best interests.
Clear and Simple
Our advisory fees are based solely on the value of the portfolio we manage on your behalf.
Aligned Interests
BLSH Wealth Management operates as a fee-only investment adviser, meaning our success is directly tied to yours. Simply put, when your portfolio does well, so do we.
Transparent
We never charge hidden or layered fees. You’ll always know exactly what you’re paying. You deserve clear, straightforward pricing with complete transparency.
Competitive
We believe our fees are often more competitive than those of many other financial professionals—especially when you consider the commissions, layered fees, kickbacks, product expense ratios, and other "add-on" charges that are common in the financial services industry.
Portfolio
Management Fees
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Accountability
Why?
So you can determine at all times if we are providing value.
How?
Global Investment Performance Standards (GIPS®).
The Global Investment Performance Standards (GIPS®) are voluntary, ethical standards for calculating and presenting investment performance, based on principles of fair representation and full disclosure. Investment firms and asset owners that adopt the GIPS standards demonstrate a commitment to ethics and transparency, helping to instill investor confidence.
Only 8.13% of investment firms in the United States claim GIPS compliance. Among those, the majority do not inform their private clients of their GIPS-compliant status.
Discover organizations claiming compliance with the GIPS® Standards.
Real Results, Not Hypotheticals
All reported performance reflects actual client portfolios—not back-tested or simulated results.
Meaningful Comparisons
GIPS® compliance allows you to compare investment managers that claim GIPS® compliance on a consistent, “apples-to-apples” basis.
Advyzon
Advyzon is an independent, third-party technology platform for financial advisors that calculates performance using GIPS standards and data from our clients’ accounts held at Charles Schwab. BLSH Wealth Management does not calculate investment performance.
Disclosure: GIPS® is a registered trademark owned by CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. To receive a GIPS Composite Report, please contact a firm representative.
Transparency
Why?
Transparency is key to our relationships with clients. We are open with our investors about what we do and why we do it.
How?
Understanding your investment performance starts with having a benchmark. At BLSH Wealth Management, we believe a well-chosen benchmark is essential—it serves as both the foundation for portfolio design and the reference point for measuring your progress.
We use broad, thoughtfully constructed market indexes to ensure you can clearly see how your portfolio is performing—and whether it’s on track to meet your goals.
In addition, we provide our clients with quarterly return attribution reports. Return attribution is a set of techniques used to identify the sources of a portfolio's return relative to its benchmark.
This helps evaluate the impact of the investment manager’s active decisions.
Download your performance attribution report here!
Skin In The Game
Why?
Fundamentally, requiring skin in the game corrects asymmetry more effectively than thousands of laws and regulations. Having a measurable risk when making major decisions is essential for fairness, commercial efficiency, and sound risk management. As a result, most sophisticated institutions and investors demand skin in the game from their investment managers.
How?
To avoid many of the pitfalls of the principal-agent relationship and to maintain strong alignment of interests between us and our investors, all of our employees and shareholders are 100% invested in the same strategies we recommend to our clients.
Disclosure of Performance-based Compensation Structure
At BLSH Wealth Management, we are committed to full transparency—both in how we operate and how we are compensated. Each year, we openly disclose our performance-based compensation structure so you can clearly understand the potential conflicts of interest inherent in our industry.
It’s important to acknowledge that conflicts of interest are a reality in financial services—and unfortunately, the industry has a long history of underdisclosing them, even when disclosure is required by regulation. We believe that being transparent about these issues is essential to building trust—and trust is the foundation of any successful client relationship. That’s why we encourage honest, direct conversations.
To the right, you'll find the performance-based compensation model commonly used by Registered Investment Advisors (RIAs) across the financial services industry. These are also the key performance indicators (KPIs) we use to manage our business at BLSH Wealth Management:
Sales
Opening new client investment accounts and financial plans
Retention
Retaining existing clients
Referrals
Generating new client referrals from existing relationships
Additional Contributions
Encouraging existing clients to increase assets under management
We believe it is essential for clients to be aware of the KPIs that influence our industry. Transparency in this area is key to building a strong and lasting relationship. After all, compensation drives behavior—and understanding where potential conflicts may exist helps you make more informed decisions.
In today’s regulatory environment, the term “fiduciary” is often used loosely. It’s frequently treated as a marketing or sales buzzword—or used to overcome client objections—rather than upheld as a true standard of conduct, largely due to inconsistent enforcement. We strive to be different from the typical “fee-only fiduciary RIA,” a term that has unfortunately lost much of its meaning.
That’s why we intentionally place our fiduciary promise last on the list of what sets us apart. We believe actions speak louder than labels. Instead, we’ve built our business using mechanisms that genuinely align our interests with yours—such as being personally 100% invested in what we recommend to clients, maintaining GIPS® compliance, and delivering detailed performance attribution reports. These practices help ensure we act in your best interest—not just in principle, but in practice.
Your Dedicated
Wealth Manager
Tailored Advice, Just for You
We’re committed to getting to know you personally and ensuring your financial plan stays on track. As an independent business owner, I prioritize long-term relationships—not promotions or quarterly sales targets, as is often the case in large financial firms.
My focus is on your long-term success. I don’t shy away from hard conversations. I’ll always provide honest, thoughtful guidance—even when it’s not easy—because your future matters. I’m available 24/7—whether you need a portfolio update, assistance coordinating estate planning, collaboration with your tax advisor, or steady guidance during market volatility. You can count on me.
Education and Communication
We believe informed clients are empowered clients. That’s why we provide regular updates on your financial plan, market trends, our investment outlook, and the rationale behind our decisions. We keep you in the loop—so you’re always informed and able to hold us accountable.
Our Investment Strategy
Dynamic & Disciplined.
At BLSH Wealth Management, we take an active approach to portfolio management informed by the principles of mean reversion and reflexivity. Rather than maintaining a static strategic allocation, we employ tactical asset allocation to adjust exposures and vary portfolio beta throughout the market cycle, seeking to identify favorable risk-reward conditions as they arise.
Our strategy is structured to:
• Seek relative performance advantages during the early stages of a market recovery
• Maintain alignment with market trends as the cycle matures
• Manage downside risk during periods of elevated volatility
By selectively deviating from the long-term strategic allocation and beta when market conditions warrant, we aim to enhance risk management and support long-term capital appreciation consistent with each client’s objectives and constraints.
Fiduciary
In financial services, a fiduciary is a person or firm legally and ethically obligated to act in a client’s best interest. At BLSH Wealth Management, we embrace this responsibility fully—not just in name, but in practice.
Registered Investment Advisers (RIAs) operate under the Investment Advisers Act of 1940, which mandates a fiduciary duty to clients. Whether registered with the SEC or with a state, RIAs must always act in their clients’ best interest.
In contrast, brokers are governed by the Securities Act of 1933 and the Securities Exchange Act of 1934. While they may offer investment advice, they’re often compensated by commissions—creating potential conflicts of interest.
*BLSH Wealth Management is registered with the State of Texas. This registration does not constitute an endorsement by the state, nor does it imply any particular level of skill or training.
Trust is the foundation of our relationship with you. As a registered investment adviser, BLSH Wealth Management adheres to the fiduciary standard—ensuring that your best interests always come first. We practice full transparency, including clear disclosure of any potential conflicts of interest. Our structure, values, and culture are built around doing what’s right for our clients.
We do not hold client assets directly. Instead, your investments are safeguarded by a third-party custodian. This ensures an added layer of protection, promotes transparency, and reinforces our fiduciary duty. In addition to our reports, your custodian provides independent account statements—so you always have full visibility into your portfolio.
As a fee-only advisor, our compensation is simple and transparent: we earn a percentage of the assets we manage for you. This aligns our interests with yours—when your portfolio grows, so does our compensation. You’ll pay any applicable transaction fees directly to your custodian, and we never accept commissions. Unlike others who may push products for sales incentives, we only recommend changes that serve your best interests, in line with our long-term investment strategy.