Blueprint Investing LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
BluePrint Investing provides discretionary wealth management and portfolio oversight to individuals, high-net-worth clients, trusts, estates, and individual retirement-plan participants. The firm delivers investment management together with financial planning services for managed clients rather than offering standalone planning engagements.
The firm follows a long-term, asset-allocation-driven approach that emphasizes broad diversification and primarily uses index and passive strategies (mutual funds and ETFs) while avoiding frequent trading except for tax or rebalancing reasons. BluePrint implements portfolios on a discretionary basis, but uses sub-advisers for specialized strategies and makes non-discretionary recommendations of private funds to eligible clients when deemed suitable.
BluePrint is notable for managing a relatively large asset base (~$436 million) with a very small advisory team (two advisors) and a compact client roster (42 clients), which concentrates resources on a limited number of larger relationships. The firm requires substantial account sizes and a minimum advisory billing threshold, recently expanded its private-fund recommendations and added Fidelity to its recommended custodians, and generally requires clients to maintain custody at Schwab or Fidelity rather than permitting directed brokerage.
Client services
Expertise
Fee options
$0 - $2,000,000: 0.85% $2,000,001 - $5,000,000: 0.65% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.30%
Account minimum: $5,000,000 Minimum fee: Minimum advisory fee of $9,125 per quarter (equivalent to $36,500 annually). Minimum fee may be reduced or waived at the firm's discretion. Fee-only: Investment management advisory fees as per tiered schedule, no commissions charged.
Main office
See officeOne Sansome Street, 14th Floor
San Francisco CA 94104
Advisors at this office
1
Offices (2)
Most active in
California · Montana · Texas · Washington
Also doing business as
Blueprint Investing · Blueprint Investing LLC · Blueprint Investing, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Robert L
Series 63, Series 65
San Francisco, CA
Blueprint Investing LLC
Robert Lee is a financial advisor at Blueprint Investing LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Blueprint Investing since 2009. Blueprint Investing LLC provides discretionary investment management and wealth management services to individuals, high-net-worth clients, trusts, estates, and individual retirement plan participants. The firm employs a long-term, asset-allocation approach emphasizing broad diversification, primarily using index and passively managed mutual funds and ETFs, and incorporates independent sub-advisers and private fund investments for qualified clients.
Michelle B
CFP®, Series 65
Anaconda, MT
Blueprint Investing LLC
Michelle Bryant is a CFP® and holds a Series 65 license with one year of industry experience. She is currently an advisor at BluePrint Investing LLC, where she has worked since 2023. Prior to joining BluePrint, she was with Granite Peak Wealth Advisors for five years and Glacier Wealth Management for two years. BluePrint Investing LLC provides discretionary investment and wealth management services to individuals, high-net-worth clients, trusts, estates, and retirement plan participants. The firm employs a long-term, asset-allocation strategy focused on broad diversification using primarily index and passive mutual funds and ETFs, and it incorporates independent sub-advisers and private fund recommendations for qualified clients.
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