Blueprint Wealth Management offers investment and portfolio management services tailored to each client's goals, risk tolerance, and time horizon. Blueprint Wealth Management requests authority to make trades without asking first. Clients can place restrictions on investments based on their values, but this may affect portfolio performance.
Assets Under Management$120M
Clients99
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Blueprint Wealth Management's investment advisory fees are negotiable, with a maximum annual fee of 2% of the account value. Fees are paid quarterly in advance. If you end the agreement, any unearned fees will be refunded.
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