STRATEGIC BLUEPRINT, LLC

RIASEC RegisteredEst. 2016

Total AUM

$2.5B

Discretionary

$2.5B

100% of AUM

Avg account

$300K

Accounts

8,462

Employees

Advisory reps

Firm details

Headquarters: Atlanta, Georgia
CRD number: 284840
Registered since: October 28, 2016
Website: www.strategicblueprint.net
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees, Other
Client types: HNWI68.36%
Individuals29.9%
Pension & Profit Sharing Plans1.11%
Corporations / Businesses0.55%
Charitable Organizations0.07%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Strategic Blueprint, LLC is an independent registered investment adviser organized as an LLC and first registered with the SEC in 2016. The firm acts as a capital allocator for both individual and family clients as well as institutional investors, offering a range of advisory services that include financial planning, portfolio management for individuals and small businesses, pension consulting, manager selection, periodic publications, and educational workshops. Fee arrangements are flexible — the firm uses asset-based fees alongside hourly, subscription, fixed-fee and other billing models. Strategic Blueprint does not identify itself as an active ESG investor in its filings. The firm lists several industry affiliations, including broker-dealer relationships, accounting and insurance connections, and roles as sponsor, general partner or managing member of pooled investment vehicles. It also indicates it selects third-party advisers as part of its advisory process.