BluePrint Private Wealth Management provides investment management on a discretionary or non-discretionary basis, tailoring strategies to client goals and risk tolerance. They also offer ongoing financial planning and consulting, covering areas like retirement, tax, and estate planning. Clients receive regular meetings and check-ins to monitor progress and address changes.
Assets Under Management$95M
Clients60
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$95M
Fee Structure
Minimum Investment:None
Planning is charged separately
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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