Blueprint Retirement Advisors helps clients select and monitor money managers. They consider the client's financial situation and risk tolerance to develop an appropriate investment strategy. Blueprint Retirement Advisors also offers individual financial planning services, coordinating with attorneys, insurance representatives, and accountants. They provide general financial advisory services to small businesses, including assistance with group benefits.
Assets Under Management$5M
Clients18
Advisors1
Avg. per Client$280K
Avg. per Advisor$5M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.40% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $3.0M | 0.45% |
| $3M+ | 0.40% |
This fee schedule is for individual investors. Business plan sponsors have a different fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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