Blueprint Financial Advisors (BFA) offers investment management and financial planning services. They manage investments in various assets like mutual funds, ETFs, stocks, and bonds. BFA also provides financial planning services covering areas like retirement, tax, cash flow, risk management, education funding, and insurance. Clients can choose comprehensive planning or focus on specific areas. BFA may recommend insurance products where they receive a commission, but clients won't pay both a commission and a management fee on the same assets.
Assets Under Management$200M
Clients1,298
Advisors30
Avg. per Client$160K
Avg. per Advisor$6.7M
Fee Structure
Minimum Annual Fee:$400
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.25% |
Assets less than $1,000,000 may be charged a quarterly minimum fee of $100. All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
30 Advisors at this firm
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