Blueprint Investment Partners provides asset management services to registered investment advisors and brokerage service providers. Blueprint offers both discretionary and non-discretionary services. Blueprint's investment strategies focus on price, systematic and rules-based investing, transparency, diversification, and client-friendliness. They offer four primary strategies: Growth, Moderate Growth, Balanced, and Conservative.
Assets Under Management$1.2B
Clients16
Advisors5
Avg. per Client$77M
Avg. per Advisor$250M
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.55% |
Fees are negotiable. Blueprint provides sub-advisory services to investment advisors and brokerage service providers.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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