Strategic Blueprint, LLC is a Registered Investment Adviser (RIA), offering custodial services through Fidelity Clearing and Custody Solutions*, Schwab Advisor Services*, and TD Ameritrade Institutional*. You have the option to (1) conduct a fee-based advisory business with no broker-dealer or (2) also affiliate with the Strategic Financial Alliance, Inc. (SFA) for commission-based services.
In addition to advisor-as-portfolio-manager, Strategic Blueprint offers unified managed accounts with a universe of vetted managers, strategists, and model portfolios, as well as access to a selection of asset managers which may sub-advise all or a portion of individual portfolios.
Strategic Blueprint offers a broad menu of investment solutions with the flexibility to design your own portfolios; choose among well-vetted model portfolios, strategists, and asset managers; and access alternative investments.
Integrated technology includes Black Diamond, RedTail, and Laserfiche. Most financial planning software will also integrate seamlessly with Strategic Blueprint’s technology.
For more information about Strategic Blueprint, please click here.
Strategic Blueprint and SFA are affiliated through common ownership.
*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. Click here to read additional custodian disclosures.