Strategic Blueprint provides portfolio management through its Advisor Directed Program. Advisory Representatives work with clients to develop individualized strategies. Clients can invest in various securities, and representatives may recommend third-party asset managers. Strategic Blueprint offers two fee structures: an all-inclusive wrap fee and a non-inclusive fee where transaction costs are separate. Fees are negotiable.
Assets Under Management$2.7B
Clients3,742
Advisors58
Avg. per Client$710K
Avg. per Advisor$46M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
58 Advisors at this firm
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