linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Mason Cole Bachelor

Strategic Blueprint, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Mason? Claim Your Profile

About Mason Cole Bachelor

Mason Cole Bachelor is an investment advisor representative at Strategic Blueprint, LLC. Mason has been in the industry since March 2022, with previous experience at Benko Financial Services and Northwestern Mutual. Mason has a Series 65 license and is registered in Georgia. The firm provides financial planning, pension consulting, educational seminars, portfolio management for individuals, and portfolio management for investment companies.

Firm Information

Mason Bachelor is currently registered with Strategic Blueprint, LLC. Strategic Blueprint, LLC is an investment advisory firm based in Atlanta, Georgia, with over 50 investment adviser representatives. The firm provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, and portfolio management for individuals and businesses. Strategic Blueprint, LLC manages over $2 billion in assets for a diverse clientele including high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth. The firm also participates in wrap fee programs.
Strategic Blueprint, LLC

2200 CENTURY PARKWAY

ATLANTA, GA 30345

$2.17B

Assets Under Management

92

Total Clients

36

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

family office services

Family office services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Family office fees, endorsements

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Mason Bachelor’s Registration & Firm History

GA

08/19/2022 - Present

Strategic Blueprint, LLC (Watkinsville GA)

Not sure if Mason Cole Bachelor is right for you?

Licenses & Designations

IA

Issued 07/14/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mason Cole Bachelor.
Not sure if Mason Cole Bachelor is right for you?