Michael Wilson is a ChFC-designated registered investment advisor at Blueprint Retirement Advisors LLC, based in Palestine, TX, with 6 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Retirement Planning. Their firm serves 18 clients with $5M 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 $500K | 1.40% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $3.0M | 0.45% |
| $3M+ | 0.40% |
This fee schedule is for individual investors. Business plan sponsors have a different fee schedule.
Fee Estimator
Location
1213 N Link St, #1771, Palestine, TX, 75803
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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 Retirement Advisors LLC
State Registrations2 states
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.