Strategic Blueprint, LLC
Assets Under Management
$2.7B
Number of Clients
3,742
Number of Advisors
61
Average Client AUM
$714K
AUM per Advisor
$43.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Strategic Blueprint, LLC is a registered Investment Adviser offering portfolio management, sub-adviser selection, financial planning, retirement planning, and financial consulting services through its network of independent Advisory Representatives. They also offer access to third-party managed accounts and Turnkey Asset Management Programs (TAMPs).
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.15% |
| $250K - $500K | 2.05% |
| $500K - $1.0M | 1.90% |
| $1.0M - $2.0M | 1.65% |
| $2.0M - $5.0M | 1.40% |
| $5M+ | 1.15% |
All fees are negotiable. These are the maximum annual asset-based advisory fees for non-inclusive accounts.
Fee Estimator
Fees vary depending on the service. Portfolio management fees are negotiable and based on managed assets. Financial planning fees are typically a flat fee up to $10,000 or an hourly rate up to $500 per hour, but may be higher for complex plans. Retirement plan consulting fees can be asset-based (up to 1.25%), fixed, or hourly. Subscription advisory services have a negotiable annual flat fee. Fees are negotiable and may vary among Advisory Representatives.
Areas of Practice
Location
2200 Century Parkway, Suite 500, Atlanta, GA, 30345