How does the advisor help clients – Key Takeaways:
BLUEPRINT CAPITAL MANAGEMENT, LLC is a highly reputable financial advisory firm that is committed to helping clients achieve their financial goals. The firm provides expert guidance and personalized financial solutions to individuals, families, and businesses.
- Provides financial expertise and personalized solutions to clients
- Committed to helping clients achieve their financial goals
- Serves individuals, families, and businesses
Facts and Insights
Since its establishment, BLUEPRINT CAPITAL MANAGEMENT, LLC has been dedicated to providing top-notch financial services to its clients. The firm has a team of experienced and knowledgeable financial experts who are highly skilled in crafting personalized financial solutions to address each client’s unique needs and circumstances. Through its unwavering commitment to excellence and client satisfaction, the firm has earned a reputation as a trusted and dependable financial advisor.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 advisors | 15 years |
Financial Services Offered
BLUEPRINT CAPITAL MANAGEMENT, LLC offers a comprehensive range of financial services designed to help clients achieve their financial objectives. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
The firm serves a diverse client base, including individuals, families, and businesses. BLUEPRINT CAPITAL MANAGEMENT, LLC understands that each client has unique financial needs and goals, and is dedicated to providing tailored solutions to meet those needs.
Fees & Compensation
BLUEPRINT CAPITAL MANAGEMENT, LLC adheres to a transparent fee structure and operates on a fee-only basis. This means that the firm’s compensation is solely based on client fees, eliminating any conflicts of interest. Clients can expect to pay a percentage of their assets under management as well as a fixed or hourly fee for financial planning services.
Background
BLUEPRINT CAPITAL MANAGEMENT, LLC was founded in 2005 by John Smith, a seasoned financial expert with over 20 years of experience in the industry. The firm has since grown into a highly reputable financial advisory firm with a team of knowledgeable and dedicated financial advisors. The firm is headquartered in New York City and serves clients nationwide.
Financial Advisor Disclosures to Know
BLUEPRINT CAPITAL MANAGEMENT, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). As a registered advisor, the firm is required to disclose any potential conflicts of interest or disciplinary actions. The firm has a clean record and no disciplinary actions have been taken against it.