Strategic Blueprint, LLC is a Registered Investment Adviser (RIA), offering custodial services through TD Ameritrade Institutional*, Fidelity Clearing and Custody Solutions** and Schwab Advisor Services***. This program offers you the option to (1) maintain your registration with a broker-dealer for commission-based services by also affiliating with the Strategic Financial Alliance, Inc. or (2) conduct a fee-based advisory business with no broker-dealer affiliation.
In addition to advisor-as-portfolio-manager, Strategic Blueprint offers unified managed accounts with a universe of vetted managers, strategists, and model portfolios.
Should you need a broad menu of investments, access to alternative investments, and the flexibility to choose model portfolios, strategists, and asset managers, or design your own portfolios, Strategic Blueprint offers tools, resources, and support that you need.
Integrated technology includes Black Diamond, Salesforce, and Laserfiche. Most financial planning software will also integrate seamlessly with Strategic Blueprint. Both asset-based and transaction-based pricing are available. In addition, our pricing bundles
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*TD Ameritrade, Strategic Blueprint LLC, and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade name or logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.
**Fidelity Investments is an independent company, unaffiliated with Strategic Blueprint LLC. Fidelity Investments is a service provider to Strategic Blueprint LLC. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Strategic Blueprint LLC and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered trademark of FMR LLC. Fidelity Clearing & Custody Solutions® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.
***Schwab Advisor Services serves independent investment advisory firms like ours and includes the custody, trading and support services of Charles Schwab & Co., Inc. You may select Charles Schwab & Co., Inc. or another brokerage firm named here to custody your assets and effect transactions on your account.
