BLUEPRINT PARTNERS LLC

RIASEC RegisteredEst. 2021

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 registered investment adviser and capital allocator that primarily serves individuals, families and smaller institutional clients. The firm offers financial planning, portfolio management for individuals and small businesses, pension consulting services and the selection of other advisers. Its fee model includes both percentage-of-AUM and fixed-fee arrangements. The firm is not positioned as an active ESG investor and is structured as a limited liability company controlled by an individual owner. Filings indicate the advisory model leans toward non-discretionary relationships and third‑party manager selection rather than a house-only proprietary product line.