Lori Pocock Allison
Investment Adviser Representative at STRATEGIC BLUEPRINT, LLC
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| First $250,000 (Wrap) | 2.25% |
| Next $250,000 to $500,000 (Wrap) | 2.15% |
| Next $500,000 to $1,000,000 (Wrap) | 2.00% |
| Next $1,000,000 to $2,000,000 (Wrap) | 1.75% |
| Next $2,000,000 to $5,000,000 (Wrap) | 1.50% |
| Above $5,000,000 (Wrap) | 1.25% |
| First $250,000 (Non-Inclusive) | 2.15% |
| Next $250,000 to $500,000 (Non-Inclusive) | 2.05% |
| Next $500,000 to $1,000,000 (Non-Inclusive) | 1.90% |
| Next $1,000,000 to $2,000,000 (Non-Inclusive) | 1.65% |
| Next $2,000,000 to $5,000,000 (Non-Inclusive) | 1.40% |
| Above $5,000,000 (Non-Inclusive) | 1.15% |
Firm-stated minimum; may be waived at the firm's discretion.
STRATEGIC Blueprint, LLC Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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