Blueprint Partners LLC

RIASEC Registered

Total AUM

$293M

Discretionary

0% of AUM

Avg account

$869K

Accounts

337

Employees

Advisory reps

Firm details

Headquarters: Traverse City, Michigan
CRD number: 312902
Registered since: March 12, 2021
Website: www.blueprint.family
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI80.01%
Individuals15.13%
Pension & Profit Sharing Plans4.86%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Blueprint Partners LLC is an independent, individual-owned RIA that acts as a capital allocator for both high-net-worth individuals/families and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. Its fee arrangements include both percentage-of-AUM and fixed-fee structures. Blueprint Partners is registered with the SEC; its registration took effect in 2021. The firm reports an industry affiliation with an insurance company, which aligns with its reported use of annuity products.