Blueprint Investing LLC

Blueprint Investing LLC (CRD# 151422) is a financial advisory firm headquartered in San Francisco, CA. They manage $58,346,601 in 137 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    58
    MILLION
  • Total Number of Accounts
    137
    ACCOUNTS
  • Average Account Value
    $425,888
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Blueprint Investing LLC
Showing 1 - 1 of 1 top financial advisors.
1
Robert S. Lee
CRD#: 3088486
315 Montgomery Street, 8th Floor, San Francisco, CA 94104
93
Wealthminder
score

Robert Lee (CRD# 3088486) is an Investment Advisor Representative working at Blueprint Investing LLC in San Francisco, CA and has over 18 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.