Robert Lee is a registered investment advisor at Blueprint Investing LLC, based in Fairfield, CA, with 16 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 42 clients with $440M 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 | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Some accounts are under different fee schedules honoring prior agreements. Clients’ accounts within the same household are aggregated to determine the total portfolio annual fee. In rare circumstances, our standard fee schedules may be negotiable at our discretion based on a number of factors, which include but are not limited to “grandfathered” accounts, size/complexity of accounts, and other special situations.
Fee Estimator
Location
Fairfield, CA
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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 Investing LLC
State Registrations2 states
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