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MA
CFP
MA
CFP

Marcus Ashworth

Bluechip Wealth Advisors LLC
29 Years of Experience
Milton, GA
1 Disclosure
View SEC Summary
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Marcus Ashworth is a CFP-designated registered investment advisor at Bluechip Wealth Advisors LLC, based in Milton, GA, with 29 years of industry experience. Marcus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 7 more. Their firm serves 398 clients with $670M in assets under management.

Bluechip Wealth Advisors LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
398 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$666.4M

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Fees vary by program and representative, not to exceed 1.75% annually. Fees are negotiable.

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

Location

12655 Birmingham Hwy, Suite 201, Milton, GA, 30004

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History

Regulatory History (1)
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Employment Separation After Allegations
April 2009
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Marcus owns and operates Georgia Pine Plantations, LLC, a timber farm and hunting preserve, dedicating a few hours per week to this activity. He also owns/operates GPP2, LLC, a real estate holding company that manages the real estate for BlueChip Wealth Advisors, spending minimal time on this.

Employment History
Current Registrations
Bluechip Wealth Advisors LLC
July 2009 - Present · 17 yrs 3 mos
Previous Registrations
Triad Advisors LLCBroker
April 2009 - June 2021 · 12 yrs 2 mos
Triad Advisors, INC.
April 2009 - October 2009 · 6 mos
LPL Financial Corporation
May 2007 - April 2009 · 1 yr 11 mos
LPL Financial CorporationBroker
May 2007 - April 2009 · 1 yr 11 mos
Morgan Keegan & Company, INC.
June 2005 - June 2007 · 2 yrs
Morgan Keegan & Company, INC.Broker
October 2000 - June 2007 · 6 yrs 8 mos
A. G. Edwards & Sons, INC.Broker
January 1998 - November 2000 · 2 yrs 10 mos
Mclaughlin, Piven, Vogel Securities, INC.Broker
May 1997 - January 1998 · 8 mos
State Registrations2 states
GATX
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.
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Marcus Ashworth - Financial Advisor | TrueAdvisor