Ashley Reiter is a CFP-designated registered investment advisor at Strategic Blueprint, LLC, based in Jericho, NY, with 7 years of industry experience. Ashley 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
100 Jericho Quadrangle, Suite 335, Jericho, NY, 11753
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 Activities
Ashley is a Financial Planner and Consultant for Delegated Planning Company, a registered investment advisory firm. This investment-related activity takes a few hours per week of her time.
Employment History
Current Registrations
Strategic Blueprint, LLC
Previous Registrations
Merino Wealth Management
Advanced Planning Collective
Advanced Planning Collective
Great River Financial
Gw Financial
Grove Street Fiduciary, LLC
Jnba Financial Advisors INC
Bgm Wealth Partners
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.