Blueprint Capital Management (BCM) provides investment advice to individuals, high net worth individuals, trusts, estates, and family offices. BCM creates customized investment strategies based on each client's goals, risk tolerance, and financial situation. BCM primarily invests in U.S. traded stocks with market values between $10 million and $500 million, but may also use over-the-counter stocks and options.
Assets Under Management$2.3M
Clients16
Advisors1
Avg. per Client$140K
Avg. per Advisor$2.3M
Fee Structure
Investment management only (planning not offered)
Blueprint Capital Management's investment advisory fees range from 1.0% to 2.50% annually. The specific fee depends on whether you also pay a performance fee. If you pay a performance fee, you'll pay a lower advisory fee of 1.50% plus 15% of profits above a high-water mark.
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