BLUEPRINT PARTNERS LLC

10238 E Cherry Bend Rd
Traverse City, Michigan 49684
Tel: (231) 668-4147

About BLUEPRINT PARTNERS LLC

BLUEPRINT PARTNERS LLC, formally registered with the SEC as BLUEPRINT PARTNERS LLC. The firm was established in 03/12/2021. They have over 1 offices throughout the country.

BLUEPRINT PARTNERS LLC is a Traverse City, Michigan based Financial Planning firm with nearly $257,768,883 assets under management, offering retirement planning & investment advisory services to 875 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	312902
SEC#	801-120502
Assets Managed by Firm	$257,768,883
No. of Clients	875
No. of Advisors	5

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	875	$257,768,883
Individuals (other than high net worth individuals)	232	$40,624,415
High net worth individuals	87	$210,535,445
Pension and profit sharing plans	8	$6,609,023

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