Robert Freeman is a CFP, ChFC-designated registered investment advisor at Blueprint Financial Advisors, based in Charlotte, NC, with 23 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 1,298 clients with $200M 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 $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.25% |
Assets less than $1,000,000 may be charged a quarterly minimum fee of $100. All fees are negotiable.
Fee Estimator
Location
1100 Kenilworth Ave, Suite 210, Charlotte, NC, 28204
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Blueprint Financial Advisors
Previous Registrations
Morse Capital Partners, LLC
Morse Capital Partners, LLC
Capital Advisory Group
Capital Advisory Group
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.