Blueprint Capital Management is a registered investment advisor founded in 2012 and managed by Neil Cataldi, located in Marlton, New Jersey. The firm specializes in personalized portfolio management, focusing primarily on long-term investing in U.S.-traded equities, concentrated stock portfolios, and individual options. Blueprint Capital Management works closely with individuals, high-net-worth clients, trusts, estates, and family offices to construct portfolios tailored to each client's specific financial goals, risk tolerance, and time horizon. The firm applies fundamental analysis to identify undervalued assets and monitors accounts on a continuous basis. Blueprint Capital Management does not maintain custody of client funds, instead requiring clients to hold their assets with qualified independent custodians such as Interactive Brokers.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Investment advisory fees range from 1.0% to 2.50% annually depending on whether a performance fee is charged. Qualified clients paying a 15% performance fee are charged a base management fee of 1.50%. Fees are negotiable.