Blue Chip Financial Planning (BCFP) provides financial planning and investment management services. BCFP will help you understand your financial situation, identify and select goals, analyze potential courses of action, develop financial planning recommendations, implement the plan, and monitor progress. BCFP does not have custody of your assets; they are held by an independent custodian.
Assets Under Management$36M
Clients52
Advisors1
Avg. per Client$690K
Avg. per Advisor$36M
Fee Structure
Minimum Investment:$400K
Investment management only (planning not offered)
Minimum Annual Fee:$200
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.60% |
Fees are negotiable. Minimum fee $50 per quarter.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...