Charles Adi is a CFP-designated registered investment advisor at Blueprint 360 LLC, based in Houston, TX, with 15 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 135 clients with $25M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Blueprint 360's fee for managing your investments is a percentage of the value of your portfolio. The exact percentage is negotiable and depends on the complexity of your investments. Here are the general ranges:
- Up to $250,000: 1.10% - 1.50% per year
- $250,001 to $750,000: 0.90% - 1.25% per year
- $750,001 to $1,000,000: 0.75% - 1.00% per year
- $1,000,001 and up: 0.50% - 0.85% per year
The fee is charged quarterly, in advance, based on the value of your portfolio at the end of the previous quarter. If you end the agreement mid-quarter, you will not receive a refund for the remaining portion of the quarter.
Location
4306 Yoakum Blvd, Suite 455, Houston, TX, 77006
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
Charles is a multi-line insurance broker since 2010, selling and servicing insurance products including life, health, disability, long-term care, and fixed annuities, dedicating about 10-20% of his time. He is also the principal of myFinancial Roadmap, a digital platform providing educational content on financial matters, dedicating about 10-20% of his time.
Employment History
Current Registrations
Blueprint 360 LLC
Previous Registrations
Wealth Development Strategies Investment Advisory, INC.
Hornor, Townsend & Kent, INC.
Wealth Development Strategies Investment Advisory, INC.
Hornor, Townsend & Kent, INC.Broker
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.