$250MM AUM | $2MM GDC in Chicago, IL

Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks
General
Location
Chicago, IL, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$250,000,000.00
Gross Revenue
$2,000,000.00
# of Accounts
1,000
Avg Client Age
50
Overview

Blueprint Wealth Advisors is a comprehensive financial planning practice. We are very organized and process driven. Our business revenue is 95% fee based. We focus on value based investing through asset allocation at our core and use alternatives and other investments to compliment and mitigate risk. I am one of two founding principles within the company.
Our goal through Succession Link is to find the right partners/practice to purchase or merge with. We have gone through the purchase process with a few other groups and know that each partnership is unique. We believe our age, experience, and personalities make us the ideal succession plan

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