Bluprint Financial provides wealth management services to individuals, including investment management and financial planning. Bluprint works with clients to determine their risk tolerance, time horizon, and financial goals. Financial planning covers areas like retirement, estate planning, insurance, and taxes. Bluprint may recommend other professionals like lawyers or accountants, and any conflicts of interest will be disclosed.
Assets Under Management$42M
Clients127
Advisors1
Avg. per Client$330K
Avg. per Advisor$42M
Fee Structure
Minimum Investment:$100K
Bluprint Financial offers investment management services where they make investment decisions for you. There are two fee structures:
- Investment Management Inclusive of Ongoing Financial Planning: The annual fee will not exceed 1.5% of the value of your portfolio. This includes financial planning and consulting fees, but an initial setup fee may apply.
- Investment Management Exclusive of Ongoing Financial Planning: The annual fee will not exceed 1.25% of the value of your portfolio. This fee is in addition to brokerage commissions and other transaction fees.
Fees are billed quarterly in advance. The annual fee may be negotiable.
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