Robert
Lee
Blueprint Investing LLC
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About this Advisor
Robert Lee is a financial advisor based in San Francisco, California, working with Blueprint Investing LLC. Robert has previously held a position at Blueprint Investing LLC. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, Robert is part of Blueprint Investing LLC, which operates out of San Francisco, California. The firm has 3 employees and manages assets totaling $302 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Blueprint Investing LLC includes asset-based fees.
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Blueprint Investing LLC Brokerage Details
$302,041,875
3
251
$1,203,354
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Robert Lee Work History
Blueprint Investing LLC
Blueprint Investing LLC
Disclosures
Please visit the SEC profile of Robert Lee to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Blueprint Investing LLC
San Francisco, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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