Blueprint Financial Advisors provides financial planning and investment advice to individuals and businesses. They offer hourly financial planning and fee-based asset management. They generally recommend index mutual funds or exchange-traded funds (ETFs) for portfolio diversification and tax efficiency. As a fiduciary, they operate solely in the interests of their clients.
Assets Under Management$30M
Clients74
Advisors1
Avg. per Client$400K
Avg. per Advisor$30M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.88% |
| $5M+ | 0.75% |
AUM fees can be customized on a client-to-client basis, based on complexity and need. Advisor will combine the account values of all applicable family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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