Kathryn Gustafson
Kathryn Gustafson is a registered investment advisor at Strategic Blueprint, LLC, based in Fairfax, VA, with 28 years of industry experience. Kathryn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3,742 clients with $2.7B 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% |
All fees are negotiable. These are the maximum fees for the All-Inclusive program. Non-Inclusive program fees are slightly lower. The maximum advisory fees charged to annuity assets is 1.5% of the contract’s cash value.
Fee Estimator
Location
10300 Eaton Place, Suite 470, Fairfax, VA, 22030
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Kathryn is a partner in Keen & Pocock, offering financial planning services, and Keen & Pocock Financial Academy LLC, providing financial education. She also works as an agent selling term life, long term care, disability insurance, and fixed annuity products, dedicating a few hours per week to this.
Employment History
Current Registrations
Strategic Blueprint, LLC
The Strategic Financial Alliance, INC.Broker
The Strategic Financial Alliance
Previous Registrations
Global Brokerage Services, INC.
Global Brokerage Services, INC.Broker
State Registrations15 states
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