Blueprint Investing LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$436,337,658
Total clients
42
100% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
21
Average account size
$10,388,992
About
BluePrint Investing LLC provides discretionary investment and wealth management to individuals, high‑net‑worth clients, trusts, estates, and certain retirement plan participants. Services center on portfolio construction and ongoing management using index and passively managed funds, ETFs, mutual funds, equities, and, for eligible clients, non‑discretionary recommendations of private funds.
The firm follows a long‑term, asset‑allocation focused approach that emphasizes broad diversification and predominantly passive strategies, with limited trading except for tax or rebalancing considerations. BluePrint may engage and oversee sub‑advisers for portions of client assets and generally provides financial planning only as part of its investment management relationships rather than as a standalone service.
Compared with peers, BluePrint is notable for managing roughly $436 million for a small client base, producing an unusually high level of assets per client for a compact advisory team. The firm requires custody at the institutional custodians it recommends (Schwab or Fidelity), does not accept directed brokerage, and may accommodate client‑imposed investment restrictions or waive account minimums in select cases.
Client services
Expertise
Fee options
$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.
Main office location
Blueprint Investing LLC
One Sansome Street, 14 Th Floor
San Francisco CA 94104, United States
Number of offices
3
Most active in
California · Texas · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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