Bluevine Advisory provides automated investment advice to corporations through its online platform. The firm uses a software-based model to recommend and manage high-interest, liquid cash alternative investments. Bluevine Advisory manages client portfolios on a limited discretionary basis, rebalancing them periodically and based on deposits. The firm does not offer in-person or phone-based advice, nor does it provide comprehensive financial, tax, or legal planning.
Assets Under Management$2.3M
Clients54
AdvisorsN/A
Avg. per Client$42K
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees may be negotiable at Bluevine Advisory's discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
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