Blue Iguana Financial, LLC

Blue Iguana Financial provides wealth management and portfolio management to individual and high‑net‑worth clients, incorporating basic financial planning services such as budgeting, cash‑flow analysis, risk management and retirement‑plan advice. The firm typically charges asset‑based advisory fees and manages accounts on a discretionary basis, documenting client goals and limits in an Investment Policy Statement.

The firm’s investment approach is tailored to each client and uses modern portfolio theory alongside fundamental, quantitative and technical analysis to set asset allocation, select investments, and monitor portfolios. Blue Iguana may implement strategies through third‑party sub‑advisers accessed via the Synergy platform and uses a mix of mutual funds, ETFs, individual equities, fixed income and variable annuities.

A distinctive feature of the firm is that certain managers, members and registered employees are licensed insurance agents and may recommend insurance products for which they can receive commissions, a relationship the brochure identifies as a potential conflict of interest. Blue Iguana combines its small advisory structure with use of institutional platforms and custodial services (including separate advisory and platform/sub‑adviser fee line items), which clients should expect to see reflected on account statements.