BlueVine Advice manages investment portfolios based on clients' individual needs and goals. They also offer ongoing financial planning services, where clients work with a planner to develop and implement a plan, monitor it, and make necessary changes. BlueVine Advice also offers tax preparation and tax planning services through a third party.
Assets Under Management$4.3M
Clients15
Advisors1
Avg. per Client$290K
Avg. per Advisor$4.3M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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