Blueprint Capital Group provides investment management and financial planning services to individuals, high net worth individuals, and businesses. Investment management is offered on a discretionary basis. Financial planning includes consultation services and ongoing financial planning, covering topics like asset protection, insurance analysis, tax strategy, and estate planning. Blueprint Capital may also recommend third-party managers.
Assets Under Management$6.8M
Clients51
Advisors1
Avg. per Client$130K
Avg. per Advisor$6.8M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.65% |
Fees are negotiable based on various criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...