Manishkumar Jain
Manishkumar Jain is a registered investment advisor at Blueprism Wealth Management LLC, based in Johns Creek, GA, with 3 years of industry experience. Manishkumar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2 clients with $160K 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 $200K | 1.10% |
| $200K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.75% |
The annual fee is negotiable.
Fee Estimator
Location
11340 Lakefield Drive, Suite 200, Office 257, Johns Creek, GA, 30097
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
Manishkumar is a licensed insurance agent since 2022, selling insurance products in Johns Creek, GA. This takes about 10-20% of his time.
Employment History
Current Registrations
Blueprism Wealth Management LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
J.P. Morgan Securities LLCBroker
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.