Erik Giard-Chase
Blue Slate Investment Management · Shelburne, Vermont
Erik Giard-Chase is a fee-only financial advisor at Blue Slate Investment Management in Shelburne, Vermont, who holds the CFA credential. Erik focuses on retirement planning, estate & legacy planning and tax planning. Blue Slate Investment Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Facts
| Firm | Blue Slate Investment Management |
|---|---|
| Based in | Shelburne, Vermont |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $14.3M across 50 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in TX, VT · CRD 5210469 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.blueslateinvest.com |
| Profile |
How Erik's firm compares
- Blue Slate Investment Management's average account is about $286,000, from its Form ADV (assets managed divided by 50 accounts).
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Questions about Erik
Is Erik Giard-Chase a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Erik holds no broker registration, and Blue Slate Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Erik charge for financial advice?
Erik's firm, Blue Slate Investment Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Erik Giard-Chase based?
Erik Giard-Chase is based in Shelburne, Vermont.
What does Erik specialize in?
Erik's specialties include retirement planning, estate & legacy planning and tax planning.
What credentials does Erik Giard-Chase hold?
Erik Giard-Chase holds the CFA credential.
Is Erik Giard-Chase registered with the SEC?
Yes. Erik Giard-Chase is registered as an investment adviser representative in TX and VT (CRD 5210469), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Blue Slate Investment Management manage?
Blue Slate Investment Management reports $14.3M across 50 accounts in assets under management.
How do I contact Erik Giard-Chase?
Through Erik's website, www.blueslateinvest.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Blue Slate Investment Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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