Raul Leon
Raul Leon is a registered investment advisor at Blueprint Investments and Tax Planning, based in Hayward, CA, with 8 years of industry experience. Raul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 205 clients with $24M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BluePrint Investments and Tax Planning's fees for managing your investments are a percentage of the value of your portfolio, ranging from 0.50% to 3.00% per year. The specific fee is negotiated on a case-by-case basis, considering factors like the amount of assets and the complexity of your situation. They may also arrange performance-based fees with qualified clients, typically 10-20% of the account's performance above a previous high-water mark.
Location
19682 Hesperian Blvd, Suite 100, Hayward, CA, 94541
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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 →Other Business ActivitiesSells Insurance
Raul is a partner in CYL Investment Partners, making passive investments in tech startups and filing annual partnership tax returns, dedicating minimal time. He is also a member of BNT Solutions and Insurance Services, LLC, selling insurance and reconciling books and filing tax returns.
Employment History
Current Registrations
Blueprint Investments and Tax Planning
Previous Registrations
Blueprint Wealth Partners, LLC
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.