Charles Adi is a CFP-designated registered investment advisor at Blueprint 360 LLC, based in Houston, TX, with 16 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 117 clients with $27M 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 $250K | 1.50% |
| $250K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1M+ | 0.85% |
Fees are negotiable and vary based on the nature and complexity of the client's investment portfolio. Household accounts may be aggregated to determine breakpoints.
Fee Estimator
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.
Exams
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