Blueprint Wealth Alliance, LLC is a mid-sized advisory firm based in Garden City. It manages $80.32 million of regulatory assets for 393 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of California, Florida, Massachusetts, and 4 other states.
Blueprint Wealth Alliance provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars and workshops. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Blueprint Wealth Alliance, LLC is $80.32 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 71% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Blueprint Wealth Alliance, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Blueprint Wealth Alliance is high net worth individuals with 34 clients and $43.07 million of assets under management. Among the 1 most similar advisory firms, Blueprint Wealth Alliance has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $80.32 million for 181 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Blueprint Wealth Alliance doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Blueprint Wealth Alliance, LLC performs its advisory services is located at 600 Old Country Road, Garden City, NY 11530, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 800-894-5122 or by fax 855-367-1700. The normal business hours are 9am - 5pm on Monday - Friday.