Blue Slate Wealth Management offers customized wealth management solutions through personal contact, investment management, and financial planning. They create investment portfolios using low-cost mutual funds and ETFs, and may use individual stocks and bonds. Blue Slate may use sub-advisors for asset management. They also provide financial planning services covering investment, retirement, education, and insurance needs. Clients are not obligated to implement recommendations.
Fee Structure
Blue Slate Wealth Management charges a fee based on the value of your portfolio, up to 1.35% annually. The exact fee depends on the complexity of services, the amount of assets managed, and the overall relationship. Fees are paid in advance each quarter and are based on the portfolio value at the end of the prior quarter. Fees may be negotiable.