BluePrint Investments and Tax Planning offers model portfolio management services tailored to different investment goals, from income with capital preservation to aggressive growth. They manage accounts on a discretionary basis, considering client risk tolerance and objectives. They also provide comprehensive and hourly financial planning services, addressing personal, tax, investment, insurance, retirement, death & disability, and estate matters. BluePrint can also refer clients to independent registered investment advisors.
Fee Structure
BluePrint Investments and Tax Planning's fees for managing your investments are a percentage of the value of your portfolio, ranging from 0.50% to 3.00% per year. The specific fee is negotiated on a case-by-case basis, considering factors like the amount of assets and the complexity of your situation. They may also arrange performance-based fees with qualified clients, typically 10-20% of the account's performance above a previous high-water mark.