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Blueprint Capital Advisors LLC is a leading financial advisory firm that specializes in providing professional financial planning services to its clients. With a team of experienced professionals, Blueprint Capital Advisors LLC has been helping individuals and businesses achieve their financial goals for many years.
How does the advisor help clients – Key Takeaways:
Blueprint Capital Advisors LLC offers a wide range of services to help its clients achieve their financial goals. These services include investment management, retirement planning, tax planning, estate planning, risk management, and more. The key takeaways from their services are:
- Customized financial plans tailored to each client’s unique needs and goals
- Expertise in various financial areas to provide well-rounded advice
- Proactive monitoring and adjustments to ensure long-term success
- Transparent and open communication with clients
- Continual education and learning to stay ahead of the financial industry
Facts and Insights
Blueprint Capital Advisors LLC has been in the financial industry for over a decade and has accumulated a wealth of knowledge and experience to provide high-quality financial advice to its clients. Here are some key facts and insights about Blueprint Capital Advisors LLC:
- Founded in 2008
- Over $500 million in assets under management
- Advised thousands of clients
- Over 100 years of combined industry experience among its team
- Variety of industry accolades and recognitions
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management | Number of Advisors |
|---|---|---|
| 2008 | $5 million | 1 |
| 2009 | $25 million | 3 |
| 2010 | $50 million | 5 |
| 2011 | $100 million | 7 |
| 2012 | $200 million | 10 |
As of 2021, Blueprint Capital Advisors LLC manages over $500 million in assets and has a team of experienced advisors to serve their clients.
Financial Services Offered
Blueprint Capital Advisors LLC offers a comprehensive range of financial services to individuals, families, and businesses. These services include:
- Investment Management – tailored portfolios based on individual risk tolerance and financial goals
- Retirement Planning – creating a realistic retirement plan to achieve financial independence
- Tax Planning – minimizing tax liabilities and maximizing potential savings
- Estate Planning – ensuring assets are preserved and passed down according to client’s wishes
- Risk Management – protecting assets and planning for unexpected events
- Cash Flow Management – creating a budget and tracking expenses to reach financial goals
- Educational Planning – saving for college and managing student loan debt
Client Types
Blueprint Capital Advisors LLC caters to a diverse range of clients including:
- Individuals and families looking to achieve financial stability and growth
- Business owners seeking financial guidance for their company and personal assets
- High net worth individuals with complex financial situations
- Non-profit organizations in need of investment management and financial planning
- Retirees who want to preserve and grow their retirement assets
Fees & Compensation
Blueprint Capital Advisors LLC charges a competitive fee based on a percentage of assets under management. This fee structure ensures that the company’s compensation is aligned with the clients’ financial success. The specific fee percentage may vary depending on the size and complexity of the client’s portfolio.
Background
Blueprint Capital Advisors LLC was founded in 2008 by a team of financial experts with a passion for helping others achieve their financial goals. Today, the company continues to be guided by the same principles of honesty, integrity, and