Blueprint Retirement Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$4,999,361
Total clients
11
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
11
Average account size
$454,487
Client services
Fee options
$2,000 for individual financial planning services (fees negotiable)
$0 - $500,000: 1.40% annually $500,001 - $1,000,000: 1.10% annually $1,000,001 - $2,000,000: 0.65% annually $2,000,001 - $3,000,000: 0.45% annually $3,000,001+: 0.40% annually
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Blueprint Retirement Advisors LLC
1213 N Link St, #1771
Palestine TX 75803, United States
Number of offices
1
Forms ADV
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