How does the advisor help clients – Key Takeaways:
- Provides expert financial advice
- Helps clients achieve their financial goals
- Offers personalized financial strategies based on individual needs
Facts and Insights
Blueprint Financial Strategies, LLC is a reputable financial advising firm that has been in business for over 20 years. The firm has a team of experienced and knowledgeable advisors who have helped numerous clients achieve financial success.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 1998 | $500 million | 10 |
| 1999 | $750 million | 15 |
| 2000 | $1 billion | 20 |
Financial Services Offered
Blueprint Financial Strategies, LLC offers a wide range of financial services including investment management, retirement planning, tax planning, estate planning, and insurance planning. The firm’s advisors work closely with clients to create customized financial plans that align with their financial goals and objectives.
Client Types
Blueprint Financial Strategies, LLC caters to a diverse clientele including high-net-worth individuals, families, small business owners, and corporate executives. The firm’s advisors are equipped to handle the complex financial needs of each type of client.
Fees & Compensation
The fees and compensation structure at Blueprint Financial Strategies, LLC is transparent and competitive. The firm charges a percentage of assets under management as their fee, which ensures that the advisors are in alignment with their clients’ interests. The firm does not receive any commission for recommending specific investments, ensuring that the advisors act in the best interest of their clients.
Background
Blueprint Financial Strategies, LLC was founded in 1998 by a team of experienced financial advisors who shared a vision of helping clients achieve financial freedom. The firm has since then grown to become a trusted and reliable partner for clients seeking expert financial advice.
Financial Advisor Disclosures to Know
- The advisors at Blueprint Financial Strategies, LLC are registered with the Securities and Exchange Commission (SEC) and have all the necessary licenses and certifications to provide financial advice.
- The firm has a code of ethics that requires advisors to act in the best interest of their clients and disclose any potential conflicts of interest.
- Advisors at Blueprint Financial Strategies, LLC do not have any disciplinary actions or regulatory sanctions on their record.