You may delay, but time will not. Benjamin Franklin

Pricing

Personalized investment management with fees that may be as low as $1 per month (for accounts under $2500).

What does your BluVest account include?

  • Hassle-free investment tracking
  • Goals-based investment allocation
  • Ongoing professional management
  • Tax-efficient planning (for taxable accounts)

Pricing Schedule

Accounts under $2,500 — $1 a month

Assets under Management (AUM) Annualized Fee
$0 to $10,000 *0.45%
> $10,000 but ≤ $25,000 0.40%
> $25,000 but ≤ $50,000 0.35%
> $50,000 0.30%

Fees are based on the assets in the account and are assessed quarterly. Please carefully review the HDVAS Disclosure Brochure for a full description of our services.

* Minimum fee is $3/quarter which may exceed 0.45% on accounts under $2500

Frequently Asked Questions

How do I pay?

Fees are automatically deducted from your account on a quarterly basis in advance. Typically, this happens within the first 10 days of the quarter.

How does BluVest calculate my fees?

Here are a few examples:

  • Let's say your account balance is $2,000. A $1 monthly fee would be deducted at the beginning of each quarter. This means $3 would be deducted from your account four times per year.
  • Now let's say your account balance is $10,000. 1/4 of 0.45% (or $11.25) would be deducted each quarter..