Blue Water Financial Investor Coaching, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$64,400,000
Clients
170
Advisors
1
of 1 employees
About
Blue Water Financial Investor Coaching, LLC serves individuals, high‑net‑worth clients, corporations and pension/profit‑sharing plans. The firm provides investment advisory services primarily through a co‑advisory relationship with Matson Money, offering asset‑allocation and portfolio management via that TAMP, along with pension consulting and investor‑education workshops.
The firm operates on a primarily non‑discretionary basis: it does not have trading or custody authority and does not place trades for client accounts, instead referring clients to Matson Money, which has discretionary trading authority for the managed programs. Its advice is grounded in modern portfolio theory and long‑term allocation strategies, with client portfolios implemented using allocation models, reviewed periodically, and tailored by investment policy statements.
Noteworthy aspects include a substantial concentration of non‑discretionary AUM relative to many solo independent advisors, an explicit pension/401(k) consulting offering delivered through the TAMP, and an affiliation with insurance activities (the firm’s principal is a licensed insurance agent and insurance recommendations are subject to disclosed conflicts and state limitations). The brochure also discloses a prior regulatory settlement for unregistered advisory activity in Pennsylvania that the firm resolved; the firm does not take custody of client assets and relies on custodians for reporting.
Client services
Expertise
Fee options
$0+: up to 2.00% annually (Private Account Asset Allocation Program, negotiable by account size) $0+: up to 0.99% annually (Matson Fund Platform, depending on assets under management) $0+: up to 0.75% annually (Pension Consulting Services)
Main office
400 S Greenwood Ave, 3rd Fl Ste 300
Easton PA 18045
Advisors at this office
1
Most active in
California · Delaware · Florida · Maryland · New Jersey · New York · Pennsylvania · South Carolina
Also doing business as
Blue Water Financial Investor Coaching, LLC · Blue Water Financial LLC · Bluewater Financial, LLC · Lavigne, Jason M
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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