Judith Higgins
Judith Higgins is a registered investment advisor at Blue Chip Financial Advisors, LLP, based in East Providence, RI, with 24 years of industry experience. Judith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 178 clients with $100M 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 $250K | 1.50% |
| $250K - $1000K | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
All fees are subject to negotiation.
Fee Estimator
Location
34 Hemingway Drive, East Providence, RI, 02915
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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
Judith owns Judith P Higgins CPA Firm, providing accounting and tax services since 1990, which is a full-time commitment. She is also a shareholder and officer of Lincoln Bar & Grille since 2005, spending minimal time on this.
Employment History
Current Registrations
Blue Chip Financial Advisors, LLP
State Registrations1 state
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