Stacy Hendrickson
Stacy Hendrickson is a registered investment advisor at Blueprint Partners LLC, based in Traverse City, MI, with 16 years of industry experience. Stacy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 337 clients with $290M 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 - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
10238 E Cherry Bend Rd, Traverse City, MI, 49684
Get directionsHistory
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
Stacy is an agent with SH Legacy, LLC, selling life insurance products to clients since 2021. She spends minimal time on this activity.
Employment History
Current Registrations
Blueprint Partners LLC
Previous Registrations
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Huntington Investment CompanyBroker
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.