David Armbruster is a registered investment advisor at Strategic Blueprint, LLC, based in North Charleston, SC, with 17 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3,742 clients with $2.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.25% |
| $250K - $500K | 2.15% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable. These are the maximum fees for the All-Inclusive program. Non-Inclusive program fees are slightly lower. The maximum advisory fees charged to annuity assets is 1.5% of the contract’s cash value.
Fee Estimator
Location
8550 Dorchester Road, North Charleston, SC, 29420
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is a partner at Cornerstone Wealth & Tax Advisory Group since 2008, dedicating nearly full-time hours to the role, where he manages a team of insurance agents and offers insurance products. David also owns a Pure Barre fitness franchise with his wife, but he has no day-to-day duties.
Employment History
Current Registrations
Strategic Blueprint, LLC
Previous Registrations
Investment Advisor Group
The Investment Advisor Alliance LLC
State Registrations1 state
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