Erik Giard-Chase is a CFA-designated registered investment advisor at Blue Slate Investment Management, based in Shelburne, VT, with 3 years of industry experience. Erik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 23 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Blue Slate Wealth Management charges a fee based on the value of your portfolio, up to 1.35% annually. The exact fee depends on the complexity of services, the amount of assets managed, and the overall relationship. Fees are paid in advance each quarter and are based on the portfolio value at the end of the prior quarter. Fees may be negotiable.
Location
Shelburne, VT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Erik is the owner and operator of Crown Point Real Estate, LLC, a real estate investment and management company. He spends about 10-20% of his time evaluating, investing in, and managing investment properties.
Employment History
Current Registrations
Blue Slate Investment Management
Previous Registrations
Westview Investment Advisors
State Registrations2 states
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