Blueprint Wealth Management
The Villages, Florida
5.0
2 Reviews
Blueprint Wealth Management is a small investment advisory firm based out of The Villages, FL, with a strong presence in the financial services industry. With 7 dedicated employees, including two experienced investment advisors, they strive to deliver comprehensive financial solutions to their clients. The firm manages an average of approximately $52,180,000 in assets per investment advisor, which aligns with the industry average. Blueprint Wealth Management caters to a diverse clientele, boasting over 810 individual clients and managing a substantial $94,016,000 in assets. One of the firm's notable strengths lies in their expert...
See more
Loading...

Assets Under Mgmt

$94.02M

Investment Professionals

2

Locations

0

% 401K & Individual

73%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers
Other Business Activities
Insurance broker or agent
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.