Blue Edge Capital (BEC) offers investment management services tailored to individuals, family offices, trusts, profit sharing plans, corporations, and non-profit organizations. BEC discusses risk tolerance, time horizon, and income needs with clients to determine suitable investment options. Client assets are generally invested in exchange traded funds, but may also include stocks, bonds, and mutual funds. BEC uses a global strategic asset allocation approach with tactical adjustments.
Assets Under Management$690M
Clients144
Advisors4
Avg. per Client$4.8M
Avg. per Advisor$170M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees may be negotiable and lower than stated fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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