Blueprint Capital Management, LLC
Assets Under Management
$2.3M
Number of Clients
16
Number of Advisors
1
Average Client AUM
$145K
AUM per Advisor
$2.3M
Compensation
Fee-Only (AUM)
About This Firm
Blueprint Capital Management offers customized investment advisory solutions through personal client contact and discretionary investment management. They identify client investment goals, risk tolerance, and financial situations to create a portfolio allocation, generally consisting of US-traded equity securities with market capitalizations between $10M and $500M. The firm primarily employs a long-term investment strategy.
Fee Structure
Investment advisory fees range from 1.0% to 2.50% annually. Clients who also pay a performance fee pay a lower advisory fee and an additional 15% of profits with a high-water mark. Fees are negotiable at the advisor's discretion. There is generally no minimum account size.
Areas of Practice
Location
3 Pondview Ct, Marlton, NJ, 08053