Blueprint Partners LLC

RIASEC Registered
Total AUM
$293M
Discretionary
$0
0% of AUM
Avg account
$869K
Accounts
337
Employees
4
Advisory reps
3

Firm details

Headquarters
Traverse City, Michigan
CRD number
312902
Registered since
March 12, 2021
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI80.01%
  • Individuals15.13%
  • Pension & Profit Sharing Plans4.86%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Blueprint Partners LLC is an independent, individual-owned RIA that acts as a capital allocator for both high-net-worth individuals/families and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. Its fee arrangements include both percentage-of-AUM and fixed-fee structures. Blueprint Partners is registered with the SEC; its registration took effect in 2021. The firm reports an industry affiliation with an insurance company, which aligns with its reported use of annuity products.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 36%, Public Funds/Mutual Funds 33%, Cash & Cash Equivalents 10%, State & Local Bonds 8%, Investment Grade Corp Bonds 6%, US Government Bonds 5%, Other 2%36%
  • Exchange Traded Equities36%
  • Public Funds/Mutual Funds33%
  • Cash & Cash Equivalents10%
  • State & Local Bonds8%
  • Investment Grade Corp Bonds6%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Traverse City, MI

Grand Traverse

Location

Traverse City, MI

Headquartered in Traverse City, MI, in the Midwest of the United States.

Region
Midwest
County
Grand Traverse
Address
10238 E Cherry Bend Rd
Time zone
ET (UTC-5)
Office locations

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