Blue Slate Investment Management

RIASEC Registered
Total AUM
$14.3M
Discretionary
$13.3M
93% of AUM
Avg account
$286K
Accounts
50
Employees
1
Advisory reps
1

Firm details

Headquarters
Burlington, Vermont
CRD number
332847
Website
www.blueslateinvest.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI86.75%
  • Individuals12.88%
  • Charitable Organizations0.37%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Blue Slate Investment Management is an independent, owner-operated RIA structured as an LLC that serves individuals and families. The firm provides financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Its billing model combines a percentage-of-assets fee with the option for hourly charges. The firm does not identify as an ESG-focused investor and is not organized as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 86%, Public Funds/Mutual Funds 8%, US Government Bonds 3%, Cash & Cash Equivalents 3%86%
  • Exchange Traded Equities86%
  • Public Funds/Mutual Funds8%
  • US Government Bonds3%
  • Cash & Cash Equivalents3%

Contacts

1 of 1
  • Erik Giard-chase

    Erik Giard-chase

    Portfolio Manager, Research AnalystCRD 5210469

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Burlington, VT

Chittenden

Location

Burlington, VT

Headquartered in Burlington, VT, anchoring the Burlington-South Burlington-Barre, VT metro in the Northeast.

Metro area
Burlington-South Burlington-Barre, VT
Region
Northeast
County
Chittenden
Address
69 College St
Time zone
ET (UTC-5)
Office locations

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