BlueVine Advice is a registered investment advisor founded in October 2020 and based in Kansas City, Missouri. The firm manages individually tailored investment portfolios and offers ongoing comprehensive financial planning. When managing investments, BlueVine Advice builds portfolios aligned with each client's specific goals, risk tolerance, and tax considerations, utilizing fundamental, technical, charting, and cyclical analysis alongside modern portfolio theory and passive investment strategies. For ongoing financial planning, clients work one-on-one with a Certified Financial Planner to cover net worth, cash flow, insurance, employee benefits, retirement, college savings, and estate planning. BlueVine Advice also facilitates tax preparation and planning services through a third-party partner for ongoing planning and investment management clients.
Fee Structure
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 and prorated and paid in arrears on a quarterly basis.