Parady Wealth Management (operating as BluePrint Wealth Management, LLC) provides discretionary investment management services to individuals, high-net-worth individuals, and charitable organizations. The firm primarily recommends model portfolios managed by an unaffiliated third-party platform, CreativeOne Wealth Management, which handles back-office, billing, and trading support. Parady Wealth Management tailors its investment recommendations based on each client's financial situation, risk tolerance, and goals, utilizing mutual funds, exchange-traded funds, individual stocks and bonds, and cash instruments. In addition to investment management, the firm has affiliated entities—Parady Financial Group, LLC and Parady Tax Solutions, LLC—through which its financial professionals offer insurance products (such as fixed and indexed annuities) and income tax preparation and planning services. The firm requires clients to maintain their assets at designated custodians, primarily Fidelity.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
Includes Parady Wealth Management's investment management fee of 0.65% plus CreativeOne Wealth Management's platform fee of 0.15%. Fees are generally non-negotiable.