Firm
Blue Slate Investment Management
Burlington, Vermont
Fee-only
Blue Slate Investment Management at a glance
- One of 34 fee-only firms based in Vermont in the Wellspent graph.
- 1 advisor is listed here, who holds the CFA.
- Its Form ADV reports 1 employee and 23 individual clients, 12 of them high net worth.
- Its average account is about $286,000 (assets it manages divided by its 50 accounts).
Facts
| Based in | Burlington, Vermont |
|---|---|
| Website | blueslateinvest.com |
| [email protected] | |
| Phone | (802) 242-0019 |
Blue Slate Investment Management fees
Blue Slate Investment Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $14 million |
| Individual clients | 11 |
| High-net-worth clients | 12 |
| Accounts managed | 50 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | August 26, 2026 |
| SEC record | CRD 332847 |