Mason Bachelor
Advisor at Strategic blueprint, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Strategic blueprint, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Watkinsville, GA 30677
Credentials
CFP®, Series 65
Industry experience
3 years
Mason Bachelor is a CFP® professional with three years of industry experience, currently affiliated with Strategic Blueprint, LLC. His prior work includes positions at Benko Financial Services and Northwestern Mutual, as well as roles at the University of Georgia and Union Grove High School. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies through asset allocation, portfolio design, and manager selection, with services ranging from portfolio management to financial planning and educational seminars.
Based on Strategic blueprint, LLC
Based on Strategic blueprint, LLC
Financial planning flat fees up to $10,000; Subscription Advisory Services annual flat fee (negotiable); initial setup fee possible.
$0 - $250,000: All-Inclusive (Wrap): 2.25% annually, Non-Inclusive: 2.15% annually $250,000 - $500,000: All-Inclusive (Wrap): 2.15% annually, Non-Inclusive: 2.05% annually $500,000 - $1,000,000: All-Inclusive (Wrap): 2.00% annually, Non-Inclusive: 1.90% annually $1,000,000 - $2,000,000: All-Inclusive (Wrap): 1.75% annually, Non-Inclusive: 1.65% annually $2,000,000 - $5,000,000: All-Inclusive (Wrap): 1.50% annually, Non-Inclusive: 1.40% annually $5,000,000+: All-Inclusive (Wrap): 1.25% annually, Non-Inclusive: 1.15% annually
Commissions earned by advisory representatives who are also registered representatives for securities and insurance products; advisory fees waived on commission assets.
Up to $500 per hour for financial planning and consulting.
Annual flat fee for Subscription Advisory Services program; fee negotiable and billed quarterly or monthly in arrears.
Account minimum: $25,000 Fee-only: Fixed fee up to $10,000 or hourly up to $500 per hour for financial planning and consultations; may negotiate higher fees.
3651 Mars Hill Road, Ste 3100 B
Watkinsville, GA 30677
Georgia
Strategic Blueprint, LLC
2022 - Present (4 years)
Benko Financial Services
2022 - 2022 (1 year)
Northwestern Mutual
2022 - 2022 (1 year)
University of Georgia
2017 - 2021 (4 years)
Union Grove High School
2013 - 2017 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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