Gary Burnell
Gary Burnell is a registered investment advisor at Blueprint Investments and Tax Planning, based in Incline Village, NV, with 7 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 205 clients with $24M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BluePrint Investments and Tax Planning's fees for managing your investments are a percentage of the value of your portfolio, ranging from 0.50% to 3.00% per year. The specific fee is negotiated on a case-by-case basis, considering factors like the amount of assets and the complexity of your situation. They may also arrange performance-based fees with qualified clients, typically 10-20% of the account's performance above a previous high-water mark.
Location
Incline Village, NV
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Blueprint Investments and Tax Planning
State Registrations2 states
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