Advisor at Blueprint Investing LLC
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Firm
Blueprint Investing LLC
Location
Lacey, WA
Credentials
CFP®, Series 65
Industry experience
1 year
Michelle Bryant is a CFP® and holds a Series 65 license with one year of industry experience. She is currently an advisor at BluePrint Investing LLC, where she has worked since 2023. Prior to joining BluePrint, she was with Granite Peak Wealth Advisors for five years and Glacier Wealth Management for two years. BluePrint Investing LLC provides discretionary investment and wealth management services to individuals, high-net-worth clients, trusts, estates, and retirement plan participants. The firm employs a long-term, asset-allocation strategy focused on broad diversification using primarily index and passive mutual funds and ETFs, and it incorporates independent sub-advisers and private fund recommendations for qualified clients.
Based on Blueprint Investing LLC
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.70% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $8,000,000: 0.65% $8,000,001 - $13,000,000: 0.50% $13,000,001+: 0.30%
Account minimum: $2,000,000 Minimum fee: $4,250 per quarter minimum advisory fee Fee-only: Investment management advisory fees based on assets under management; no commissions charged.
Lacey, WA
Texas · Washington
BluePrint Investing
2023 - Present (3 years)
Granite Peak Wealth Advisors
2018 - 2023 (5 years)
Self-Study for CFP
2018 - 2018 (1 year)
Glacier Wealth Management
2016 - 2018 (2 years)
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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