Blue Marble Investments offers managed portfolios that focus on social progress and environmental sustainability. They offer EarthFolio, a collection of online portfolios featuring funds screened for environmental, social, and governance (ESG) factors. Blue Marble also manages accounts with more customized portfolios. They primarily invest in mutual funds and ETFs.
Assets Under Management$180M
Clients229
Advisors3
Avg. per Client$790K
Avg. per Advisor$60M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.10% |
| $500K - $1.0M | 0.65% |
| $1.0M - $2.0M | 0.55% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.20% |
EarthFolio accounts are charged 0.50% annually. Blue Marble may negotiate fees in certain instances. Multiple portfolios owned by one household may be considered as one account to qualify for lower overall fees (except business accounts).
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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