Our flagship comprehensive service.
What is Wealth Advisory?
Wealth Advisory combines financial planning, investment management, and ongoing consulting to deliver our most popular and most comprehensive service.
About our Wealth Advisory Process
For those looking for an ongoing, complete suite of investment and planning services, our Wealth Management service couples our Four Walls Planning Process with ongoing investment management for an annual, asset-based fee. An early step in this process is helping you understand risk and define your risk tolerance.
Then, as part of our process, we’ll incorporate our recommendations for investment mix, tax posture and income planning needs, estate planning, and asset protection, and assume responsibility for ongoing investment of your assets.
BluePrint’s financial advisory services are designed to incorporate your insurance, legal, and tax requirements.
They include the following:
How we Charge
Our fees are transparent and straightforward
Our annual advisory fee for wealth advisory and asset management services is subject to negotiation, but is generally a flat fee, fixed-rate fee, or based on assets under management according to a tiered fee schedule as described below:
Total Maximum Fee
$0 - $500,000
Is your Financial Plan "Four Walls" Strong?
Your goals are unique. Your financial plan should be too.