BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.

Overview

Blakeslee & Blakeslee Financial Advisers Inc. is a corporation registered as an SEC adviser in 2019 that focuses on financial planning and portfolio management for individuals and small businesses. The firm operates under individual ownership and serves a mix of individual/family and institutional clients. Its fee approach blends a percentage-of-AUM model with hourly charges, reflecting a hybrid advisory and planning relationship for clients with varying needs. Investment implementation is fund-driven: the firm relies heavily on publicly offered pooled vehicles rather than concentrated single-stock positions. Blakeslee & Blakeslee identifies as an active ESG investor, incorporating environmental, social and governance considerations into manager and fund selection. The firm maintains affiliations with a broker-dealer and an insurance company, which supports access to insurance products and annuity solutions alongside traditional advisory services.

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