Judith Higgins is a registered investment advisor at Blue Chip Financial Advisors, LLC, based in Johnston, 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 Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. 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 - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
All fees are subject to negotiation and may be lower based on individual circumstances.
Fee Estimator
Location
151 Putnam Pike, Johnston, RI, 02919
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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, LLC
State Registrations1 state
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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