How does the advisor help clients – Key Takeaways:
Blueprint Local Investments, LLC provides expert financial advice and guidance to clients in order to help them achieve their financial goals.
The firm offers a wide range of financial services and caters to various client types, making it a versatile and reliable choice for individuals and businesses alike.
Facts and Insights
For a closer look at the firm’s performance and capabilities, take a look at the tables below:
Assets Under Management, Number of Advisors and Time in Business:
| 2019 | 2018 | 2017 | |
|---|---|---|---|
| Assets Under Management | $100 million | $80 million | $65 million |
| Number of Advisors | 7 | 5 | 3 |
| Time in Business | 5 years | 4 years | 3 years |
As you can see, Blueprint Local Investments, LLC has steadily grown over the years in terms of assets under management and number of advisors. With 5 years in business, the firm has accumulated valuable experience and expertise in the financial industry.
Financial Services Offered:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
- Education planning
- Debt management
- Cash flow management
Client Types:
- Individuals
- High net worth individuals
- Small businesses
- Non-profit organizations
Blueprint Local Investments, LLC welcomes all client types and is equipped to handle their unique financial needs and goals.
Fees & Compensation:
The firm charges a percentage of assets under management as their management fee, which is usually between 1-2%. They may also charge hourly or project-based fees for additional services.
Background:
Blueprint Local Investments, LLC is a registered investment advisor based in New York City. It was founded in 2015 by a team of experienced financial professionals with the goal of providing personalized and comprehensive financial services to clients.
Financial Advisor Disclosures to Know:
Blueprint Local Investments, LLC is legally bound to act in the best interests of their clients and to disclose any potential conflicts of interest. They also have a fiduciary duty to provide transparent and accurate information to clients.