Kenneth Peters is a registered investment advisor at Blueprint Investment Partners LLC, based in Greensboro, NC, with 6 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 16 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.55% |
Fees are negotiable. Blueprint provides sub-advisory services to investment advisors and brokerage service providers.
Fee Estimator
Location
1175 Revolution Mill Dr., Suite 2, Greensboro, NC, 27405
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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
Kenneth is the Founder/CEO of Aporia Research, LLC since 2017. He devotes minimal time to this non-investment related business.
Employment History
Current Registrations
Blueprint Investment Partners LLC
Previous Registrations
Stearns Financial Group
State Registrations1 state
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.