Blueprint Partners Llc
Traverse City, Michigan
5.0
1 Review
BLUEPRINT PARTNERS LLC, a renowned investment advisory firm, operates from Traverse City, MI, with a commitment to delivering exceptional financial services. With four highly skilled employees, all providing investment advisory expertise, they boast an impressive average of $282,900,000 in assets under management per investment advisor, surpassing industry standards. The firm's compensation structure offers clients a range of options, including a percentage of assets under management and fixed fees, ensuring flexibility and alignment with individual needs. BLUEPRINT PARTNERS LLC has established itself as a trusted partner for ove...
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Assets Under Mgmt

$155M

Investment Professionals

4

Locations

0

% 401K & Individual

53%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers
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