Blueprint Wealth Management is a registered investment advisor founded in 2022 and owned by Jordan Wilson, operating out of Ellicott City, Maryland. The firm specializes in providing combined financial planning and investment management services to individuals and high-net-worth clients, requiring clients to engage the firm for both services rather than offering them separately. Blueprint Wealth Management focuses on long-term, globally diversified portfolios utilizing exchange-traded funds, mutual funds, and other index-based products to minimize individual security risk. The firm's comprehensive financial planning covers various aspects including asset protection, tax strategies, business succession, cash flow, education funding, estate planning, charitable giving, long-term care, and retirement planning. Blueprint Wealth Management manages portfolios on a discretionary basis, meaning they make investment decisions on behalf of clients based on agreed-upon objectives. The firm recommends Charles Schwab as the primary custodian for client assets.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fee is generally 1% of assets under management, billed monthly in arrears. Fees are negotiable and can vary based on account size, asset complexity, and other factors.