Blue Slate Investment Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$14,323,343
Total clients
23
52% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
23
Average account size
$622,754
About
Blue Slate Investment Management is an independent, single-advisor registered investment adviser that serves individuals, high‑net‑worth clients, trusts, estates and charitable organizations. The firm offers discretionary and non‑discretionary wealth management and portfolio management services along with financial planning and retirement‑account advice, generally using an asset‑based fee model typical of peers.
The firm’s investment approach centers on fundamental, long‑term portfolio construction using primarily low‑cost mutual funds and ETFs, with selective use of individual stocks, bonds, REITs or alternative holdings where appropriate; accounts are monitored on a regular basis. Notably for a small firm, Blue Slate uses artificial‑intelligence decision‑support tools to supplement research and risk monitoring and may engage third‑party sub‑advisors to manage portions of client portfolios while retaining overall client oversight.
Distinctive aspects disclosed in the brochure include rapid early growth to manage roughly $14.3 million for about 23 clients since its recent formation, a principal who holds the CFA charter and maintains outside real‑estate investment activities and nonprofit board service, and a stated policy of not accepting proxy‑voting responsibility for client securities. The firm also maintains an institutional relationship with Schwab that provides platform technology and other economic benefits, and it discloses potential share‑class and custodial considerations when implementing client portfolios.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Real estate investing
Tax-loss harvesting
Fee options
$250 per hour, minimum engagement of 2.5 hours
Account minimum: $250,000
Main office location
Blue Slate Investment Management
431 Pine Street, Suite 215
Burlington VT 05401, United States
Number of offices
1
Most active in
Blue Slate Investment Management has reported serving >5 clients in these states in the last 12 months.
Texas · Vermont
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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