Ted Guerin
Ted Guerin is a registered investment advisor at Blueprint Financial Advisors, LLC, based in Portland, OR, with 15 years of industry experience. Ted 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 74 clients with $30M 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 | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.88% |
| $5M+ | 0.75% |
AUM fees can be customized on a client-to-client basis, based on complexity and need. Advisor will combine the account values of all applicable family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Location
Portland, OR
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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
Ted's primary business is fee-only financial planning. He holds an insurance license in Oregon and may recommend insurance policies, potentially receiving commissions.
Employment History
Current Registrations
Blueprint Financial Advisors, LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
AXA Advisors, LLC
American Express Financial Advisors, INC.
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.