How does the advisor help clients – Key Takeaways:
Based in New York, BLUEPRINT 360 LLC provides comprehensive financial advisory services to a diverse range of clients. With a team of experienced and knowledgeable advisors, they are committed to helping clients achieve their financial goals and secure their future.
Facts and Insights
As of 2021, BLUEPRINT 360 LLC manages over $500 million in assets under management. The company has been in business for over 10 years, with a team of 20 advisors who have a combined experience of over 100 years in the financial industry. This reflects the company’s stability and expertise in assisting clients with their financial needs.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 20 | 10+ years |
Financial Services Offered
BLUEPRINT 360 LLC offers a wide range of financial services, including investment management, retirement planning, estate planning, tax planning, and risk management. Their team of advisors utilizes a holistic approach to tailor their services to each client’s unique financial situation and goals.
Client Types
The company serves a diverse client base, which includes individuals, families, business owners, and corporate executives. BLUEPRINT 360 LLC recognizes that each client has different financial needs and objectives, and they are dedicated to providing personalized solutions to all their clients.
Fees & Compensation
BLUEPRINT 360 LLC operates on a fee-only basis, which means they do not earn commissions or receive any form of compensation from third parties. This ensures that their advisors’ recommendations are solely based on their clients’ best interests. The company’s fees are transparent and are based on the assets they manage for their clients.
Background
The team at BLUEPRINT 360 LLC has a diverse background and extensive experience in the financial industry. Their advisors have worked for renowned firms and have earned advanced degrees and certifications in finance and related fields. This background enables them to provide their clients with expert financial advice and guidance.
Financial Advisor Disclosures to Know
As a registered investment advisor, BLUEPRINT 360 LLC is bound by strict fiduciary standards, meaning that they are legally obligated to act in the best interests of their clients. The company also has a clean record with no disciplinary actions or regulatory sanctions.