Blueprint 360 provides investment advice and financial planning services to individuals, high net worth individuals, trusts, estates, corporations, and businesses. Services include one-time financial advice, comprehensive financial planning, ongoing financial planning support, and customized investment management. Blueprint 360 may use third-party asset managers and a digital estate planning platform. Seminars and workshops are also offered.
Fee Structure
Blueprint 360's fee for managing your investments is a percentage of the value of your portfolio. The exact percentage is negotiable and depends on the complexity of your investments. Here are the general ranges:
- Up to $250,000: 1.10% - 1.50% per year
- $250,001 to $750,000: 0.90% - 1.25% per year
- $750,001 to $1,000,000: 0.75% - 1.00% per year
- $1,000,001 and up: 0.50% - 0.85% per year
The fee is charged quarterly, in advance, based on the value of your portfolio at the end of the previous quarter. If you end the agreement mid-quarter, you will not receive a refund for the remaining portion of the quarter.