Naoko Mckelvey
Naoko Mckelvey is a CFP-designated registered investment advisor at Blue Chip Partners, LLC, based in Farmington Hills, MI, with 15 years of industry experience. Naoko 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
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
Location
38505 Country Club Drive, Suite 150, Farmington Hills, MI, 48331
Get directionsHistory
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 ActivitiesSells Insurance
Naoko is a licensed non-variable insurance agent since 2011, dedicating minimal time to this activity.
Employment History
Current Registrations
Blue Chip Partners, LLC
Previous Registrations
Lumin Financial, LLC
Raymond James Financial Services Advisors, INC
State Registrations4 states
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
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