Manish Patel
Manish Patel is a registered investment advisor at Blueprint Private Wealth Management LLC, based in Alpharetta, GA, with 25 years of industry experience. Manish operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 60 clients with $95M 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable based on criteria such as historical relationships, asset types, and anticipated future assets.
Fee Estimator
Location
292 South Main Street,, Suite 300, Alpharetta, GA, 30009
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2009Employment History
Current Registrations
Blueprint Private Wealth Management LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ids Life Insurance CompanyBroker
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.
Exams
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