BLUEPRINT FINANCIAL ADVISORS
Greensboro, North Carolina
Blueprint Financial Advisors, a small investment advisory firm based in Greensboro, NC, operates from four offices. With a solid track record in managing assets, they serve a diverse client base of over 210 individuals, overseeing a total of more than $25,383,000 in assets under management. Blueprint Financial Advisors specializes in employer 401(k) plans and individual investments, with approximately half of their assets under management originating from these sources. This expertise positions them well in delivering effective strategies and tailored solutions within this space. As a discretionary asset manager, Blueprint Fin...
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Assets Under Mgmt

$25.38M

Investment Professionals

3

Locations

3

% 401K & Individual

71%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Subscription Fees
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
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.