TrueAdvisor
TrueAdvisor
RS
CFP
RS
CFP

Robert Steinberg

Blue Chip Partners, LLC
37 Years of Experience
Farmington Hills, MI
Sells Insurance
View SEC Summary
View SEC Summary

Robert Steinberg is a CFP-designated registered investment advisor at Blue Chip Partners, LLC, based in Farmington Hills, MI, with 37 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 1,007 clients with $1.9B in assets under management.

Blue Chip Partners, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
1,007 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$1.9B

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Fees vary by account type and size, will not exceed 1.25% of assets, and are negotiable. Certain accounts like 529 plans or employer retirement accounts may be billed at lower rates.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

38505 Country Club Drive, Suite 150, Farmington Hills, MI, 48331

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Robert has been an agent selling life insurance since 1993, dedicating minimal time to it. He is also an attorney and part owner of Blue Chip Estate Planning, LLP since June 2024, and a partner/indirect part owner of Blue Chip Tax, LLC since November 2024.

Employment History
Current Registrations
Blue Chip Partners, LLC
August 2010 - Present · 16 yrs 2 mos
Previous Registrations
Raymond James Financial Services, INC.Broker
July 1999 - February 2017 · 17 yrs 7 mos
Fsc Securities CorporationBroker
February 1996 - July 1999 · 3 yrs 5 mos
Sigma Financial CorporationBroker
January 1993 - February 1996 · 3 yrs 1 mo
H.D. Vest Investment Securities, INC.Broker
April 1989 - January 1991 · 1 yr 9 mos
Chubb Securities CorporationBroker
March 1986 - May 1988 · 2 yrs 2 mos
State Registrations4 states
FLLAMITX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Farmington Hills, MI →All financial advisors in Michigan →