Blueprint Wealth Management provides financial planning and investment management services. Blueprint creates financial plans to help clients achieve their financial goals. Based on the financial plan, Blueprint manages client investment portfolios, typically using indexed mutual funds and exchange traded funds to achieve broad diversification. Blueprint does not offer these services separately; clients must engage Blueprint for both financial planning and investment management.
Assets Under Management$160M
Clients300
Advisors1
Avg. per Client$530K
Avg. per Advisor$160M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and may be higher or lower based on the size of the account, complexity of asset structures, and other factors.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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