Blueprint Partners provides ongoing portfolio management based on individual client goals and risk tolerance. They create an investment policy statement for each client. Blueprint also offers pension consulting services to employee benefit plans and financial planning services covering investments, estate, business, insurance, retirement, college, and debt/credit planning. Blueprint generally limits its investment advice to mutual funds, fixed income securities, equities, ETFs, treasury inflation protected/inflation linked bonds, non-U.S. securities and insurance products including annuities.
Assets Under Management$290M
Clients337
Advisors3
Avg. per Client$870K
Avg. per Advisor$98M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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