Blueprint Capital Advisors LLC

CRD#282327
Investment Advisor Firm

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Learn more about Blueprint Capital Advisors LLC

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations

    • Overview

    Blueprint Capital Advisors LLC operates as a financial advisory firm based in Newark, New Jersey. The firm has $1.6 billion in total assets over nine accounts, making it one of the largest financial advisory firms in the United States by assets under management (AUM). Blueprint Capital Advisors LLC has a small group, including 5 financial advisors. Blueprint Capital Advisors LLC does not act as a registered broker-dealer, signifying that the firm cannot buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer company to do so. Securities are defined as exchangable financial assets like options, bonds and equities.

    Blueprint Capital Advisors LLC manages five of its client assets on a discretionary basis. Discretionary management signifies that a portfolio manager makes transaction judgments without needing the customer's permission. Blueprint Capital Advisors LLC also administers four non-discretionary accounts totaling $1.3 billion in assets under management. The company administers about $181.8 million for each customer account. An average financial advisor at Blueprint Capital Advisors LLC administers around two client accounts, making it one of the most personalized firms in the country.

    The firm's central office is located at 45 Academy Street, Newark, New Jersey 7102. The company is registered to provide services to investors across a few states, including New Jersey and New York.

    Assets Under Management

    $1.6 billion

    Number of Advisors

    5

    Disclosures

    No

    Office Location

    45 Academy Street
    Newark, NJ 07102

    Blueprint Capital Advisors LLC by the Numbers

    Total Assets Under Management

    $1.6 billion

    National Average: $8.6 billion
    Total Number of Employees

    10

    National Average: 64
    Total Number of Accounts

    9

    National Average: 375,227
    Average Account Size

    $181.8 million

    National Average: $23.0 thousand
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    Products and Services

    Blueprint Capital Advisors LLC provides a variety of services, including portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. It is not involved in selling products or offering services aside from investment advisory services to its investment advisory customers. It also has a number of financial industry affiliations, including with a broker-dealer or securities dealer.

    Core Advisor Services

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      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

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      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

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      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

    • Offered by 20% of firms

      Selection of Other Advisors

      This is the firm's assistance with choosing other advisors to work with who may have different specialties.

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      Publication of Periodicals

      This is the publication of various financial education materials.

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      Educational Seminars/Workshops

      This is the hosting of seminars or workshops to educate investors on financial concepts.

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    Fee Structure

    Financial advisory fees usually depend on which services the firm provides the client. However, fees charged by Blueprint Capital Advisors LLC most likely are comprised of the following fee types: asset-based, fixed, performance-based or other. The firm does not provide a wrap fee program, in which the firm offers a bundle of services for a single fee.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 26% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Offered by 10% of firms

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

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    Types of Clients

    The company caters to pooled investment vehicles, charitable organizations and other investment advisers. Out of its nine clients, Blueprint Capital Advisors LLC's biggest client is pooled investment vehicles. None of the company's clients are from outside of the U.S.

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 0%
    • Corporations - 83.33%
    • Charitable Organizations - 16.67%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Blueprint Capital Advisors LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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