“The secret of getting ahead is getting started”.
— Mark Twain

Robo Advisory Services

  • Investment Management from CFP® Professionals
  • Portfolios are Custom Built According to a Client’s Personal Risk Tolerance
  • Management Fee: 0.50%
  • Account Minimum: $5,000

Automated
Automated, or what is known as robo-investing is a fast growing phenomenon that makes financial technology available to every pocketbook including the beginning investor. Quantitative model driven solutions have existed for years so the question is; can they help with your personal investing? The answer is definitely yes, but they work best with the guidance of a financial professional.

Competitive Cost
At BLUEPRINT we offer you the opportunity to access low cost investment management services delivered through the latest technology, partnered with our personal investment advice to help you reach your goals. The use of low cost investment management services will enable you to start your savings goals with only a small amount to invest. Here at BLUEPRINT we use the custodial services of TD Ameritrade for our hybrid robo-advisor platform.

Low Initial Investment
The minimum investment to start is $5,000 and our technology will enable you to make regular contributions to your portfolio and keep your savings goals on track.

Commission Free Transactions
A portfolio of commission free ETF’s will be selected for you depending on your answers to simple questionnaire. Your account will be rebalanced when needed, with care taken for tax efficiency.

Professional Advice
Best of all, unlike other robo-advisors which require a $500,000 balance to speak to a financial planning expert we provide every client, whatever your account balance, professional advice.  Your annual fee covers both the investment management as well as one hour of financial planning consultation.  Customer support to help answer straightforward questions is provided whenever needed. 

Best of both worlds!
Robo-advisors are a great tool, but not a replacement for traditional advisory services. But we believe, both robo-advisors and traditional financial advisors have a place in the consumer market – that is why we combine them both to offer our clients the best of both worlds.