Adam Rosier
Adam Rosier is a registered investment advisor at Strategic Blueprint, LLC, based in Northville, MI, with 33 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 3,506 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.25% |
| $250K - $500K | 2.15% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Rates shown are the maximum asset-based fees for the all-inclusive program. Non-inclusive program maximum rates are 0.10% lower across all tiers. All fees are negotiable.
Fee Estimator
Location
Northville, MI
Get directionsHistory
Regulatory History (5)
Customer Dispute
March 2007Customer Dispute
November 2006Customer Dispute
September 2004Customer Dispute
November 2003Customer Dispute
September 2003Other Business Activities
Adam is a partner at Oakpoint Investment Partners, which is the DBA for his financial advisory business. All RIA activities are conducted through this DBA, taking up nearly full-time hours.
Employment History
Current Registrations
Strategic Blueprint, LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ids Life Insurance CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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