Strategic Blueprint provides investment management and advisory services through independent financial professionals. The firm helps clients design portfolios, select appropriate asset allocations, and monitor investments over time. Advisory representatives can build customized portfolios using stocks, bonds, mutual funds, exchange-traded funds, and alternative investments, or they can recommend third-party managers and specialized strategists. Clients can choose between all-inclusive accounts where transaction costs are bundled into the management fee, or non-inclusive accounts where transaction fees are paid separately. The firm serves individuals, high-net-worth clients, businesses, trusts, and retirement plans, tailoring strategies to individual goals and risk tolerance.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.25% |
| $250K - $500K | 2.15% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Rates shown are the maximum asset-based fees for the all-inclusive program. Non-inclusive program maximum rates are 0.10% lower across all tiers. All fees are negotiable.