Blue Edge Capital manages investment portfolios and provides tailored investment strategies for individuals, family offices, trusts, and other organizations. Blue Edge Capital primarily invests client assets in globally diversified exchange-traded funds, using an endowment-style approach designed to lower costs while maintaining liquidity, transparency, and tax efficiency. Investment professionals work closely with clients to understand their risk tolerance, time horizon, and income needs before building a customized portfolio. The firm offers a wide variety of standard, focused, and socially responsible portfolio options, and allows clients to place reasonable restrictions on their accounts. Blue Edge Capital operates with the authority to make trades without asking first, and client assets are held by independent custodians.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees are negotiable based on account size, type, and required services, and may be less than the stated schedule.