David Smith is a CFP-designated registered investment advisor at Bluechip Wealth Advisors LLC, based in Milton, GA, with 24 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 446 clients with $640M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.75% |
| $1.0M - $3.0M | 1.50% |
| $3M+ | 1.50% |
Fees are negotiable for portfolios of $3,000,000 or more.
Fee Estimator
Location
12655 Birmingham Hwy, Suite 201, Milton, GA, 30004
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Regulatory History
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 Activities
David is an investment advisor representative at Ashworth Sullivan Wealth Management since 2019 and a senior partner at BlueChip Wealth Advisors since 2021. His role at BlueChip Wealth Advisors takes nearly full-time hours.
Employment History
Current Registrations
Bluechip Wealth Advisors LLC
Previous Registrations
Arkadios CapitalBroker
Triad Advisors LLCBroker
Cco Capital, LLCBroker
Inland Securities CorporationBroker
Wells Investment Securities,inc.Broker
One Orchard Equities, INC.Broker
State Registrations2 states
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