BluePrint Investing offers wealth management services to clients, employing a consultative process to understand their financial situations and goals. BluePrint helps clients determine an appropriate level of portfolio risk and proposes an asset allocation strategy using index funds, mutual funds, exchange-traded funds (ETFs), equities, and other securities. BluePrint monitors and manages investments on a discretionary basis. BluePrint does not offer standalone financial planning services but provides financial planning advice to investment management clients at no additional charge.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Some accounts are under different fee schedules honoring prior agreements. Clients’ accounts within the same household are aggregated to determine the total portfolio annual fee. In rare circumstances, our standard fee schedules may be negotiable at our discretion based on a number of factors, which include but are not limited to “grandfathered” accounts, size/complexity of accounts, and other special situations.