Blueprint Financial Services offers investment management services where they manage your investments based on your goals and risk tolerance. They also offer financial planning services covering topics like wills, estate plans, investments, taxes, retirement income, and college planning. Blueprint also provides services to retirement plans, acting as either an advisor or investment manager.
Assets Under Management$28M
Clients64
Advisors1
Avg. per Client$430K
Avg. per Advisor$28M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fee not to exceed 3%. Minimum fee of $3,000 per year. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...