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
For more information about Strategic Blueprint, please click here.