Tammy Sartain
Tammy Sartain is a registered investment advisor at Strategic Blueprint, LLC, based in Clemson, SC, with 11 years of industry experience. Tammy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3,742 clients with $2.7B 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 | 2.25% |
| $250K - $500K | 2.15% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable. These are the maximum fees for the All-Inclusive program. Non-Inclusive program fees are slightly lower. The maximum advisory fees charged to annuity assets is 1.5% of the contract’s cash value.
Fee Estimator
Location
214 Frontage Road, Clemson, SC, 29631
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
Tammy works full-time at The Baker Financial Group, LLC, providing financial and insurance services and sales, and assists with investment accounts and insurance. She also works at The Sartain Company CPAs, LLC doing data entry, dedicating about 35% of her time.
Employment History
Current Registrations
Strategic Blueprint, LLC
The Strategic Financial Alliance, INC.Broker
Previous Registrations
The Strategic Financial Alliance
State Registrations1 state
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