Blue Edge Capital, LLC

CRD#155613
Investment Advisor Firm

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Overview

Blue Edge Capital, LLC is located at 5706 Grove Avenue, Richmond, VA. The firm employs 3 financial advisors to manage client portfolios and provide financial guidance. Blue Edge Capital, LLC is not a registered broker-dealer.

Blue Edge Capital, LLC oversees $657.1 million in assets under management across 369 accounts, of which 366 are discretionary and 3 are non-discretionary. The services offered include portfolio management for individuals and small businesses, and portfolio management for institutional clients. The firm caters to retail investors, high net worth investors, pension plans, charitable organizations, and corporations, with high net worth investors being the largest client type by accounts. The fee structure at Blue Edge Capital, LLC includes asset-based and fixed fees. The firm has 81 high net worth clients.

Blue Edge Capital, LLC is registered in the states of New York, North Carolina, Texas, and Virginia.

Assets Under Management

$657.1 million

Number of Advisors

3

Disclosures

No

Office Location

5706 Grove Avenue
Richmond, VA 23226

Blue Edge Capital, LLC by the Numbers

Total Assets Under Management

$657.1 million

National Average: $8.6 billion
Total Number of Employees

4

National Average: 64
Total Number of Accounts

369

National Average: 375,227
Average Account Size

$1.8 million

National Average: $23.0 thousand
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Fee Structure

A financial advisor's fees usually vary depending on the type of services provided. Fees billed by Blue Edge Capital, LLC may include some blend of the following fee structures: asset-based or fixed.

Available

  • Offered by 69% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 32% of firms

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

Unavailable

  • Find one of the 21% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 1% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 26% of firms that offer this fee type

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Find one of the 0% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 10% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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Types of Clients

The company does business with a broad range of investors. The firm provides services to retail investors, high net worth investors, pension plans, charitable organizations, and corporations. Out of its 5 clients, Blue Edge Capital, LLC's largest client type by number of accounts is high net worth investors, although it also manages money for 81 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 under management or a net worth of more than $1,50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments).

  • High-Net-Worth Individuals* - 57.86%
  • Other Individuals - 23.57%
  • Corporations - 5%
  • Charitable Organizations - 13.57%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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Disclosures

Blue Edge Capital, LLC does not have any disclosures.

Please visit its Form ADV for more details.

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Financial Advisors at Blue Edge Capital, LLC

Margaret Fretz
Richmond, VA
Marshall Reid
Richmond, VA
Peter Bowles
Richmond, VA
Macon Clarkson
Richmond, VA

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