Blueprint Financial Advisors manages investment portfolios and offers personalized financial planning and retirement guidance. The firm creates globally diversified portfolios using mutual funds, exchange-traded funds, stocks, bonds, structured notes, and private investments, adjusting allocations based on market trends. Blueprint Financial Advisors helps clients with retirement income planning, tax-related investment strategies, cash flow management, risk management, education funding, and insurance planning. The firm serves individuals, high-net-worth clients, trusts, retirement plans, and foundations, tailoring its approach to meet individual goals and risk preferences.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.25% |
All fees are negotiable. Assets are combined at the household level for determining the fee. Accounts under $1,000,000 may be subject to a quarterly minimum fee of $100.