Strategic Blueprint, LLC

RIASEC Registered

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 registered with the SEC in 2016. The firm acts as a capital allocator and serves both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, selection of other advisers, and educational publishing and seminars. The firm’s fee arrangements are varied — percentage of AUM, hourly, subscription, fixed and other fee structures — reflecting relationships with different client types and service models. Industry affiliations listed include broker-dealer, other investment adviser, accountant, insurance company and roles as sponsor/GP/managing member of pooled investment vehicles.