Wealth Advisory

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.

Financial Planning
Investment Management
Wealth Advisory

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.

What's Included:

BluePrint’s financial advisory services are designed to incorporate your insurance, legal, and tax requirements.

They include the following:

  • Comprehensive financial lifestyle planning
  • Legacy, estate, and charitable giving planning
  • Tax-reduction strategies
  • Risk management and asset protection
  • Enhanced portfolio reporting
  • Client communication and education

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:

Asset Range
Total Maximum Fee

$0 - $500,000


Next $1.5MM


Next $3MM


Next $5MM


Next $10MM


Over $20MM


Is your Financial Plan "Four Walls" Strong?

Your goals are unique. Your financial plan should be too.