Bluechip Financial Planning offers financial planning and investment management services. Investment management is provided through third-party programs like Securities America Advisors' Financial Advisors Program, Genworth Financial's Bluechip Investment Management Program, and SEI Asset Management Program. Bluechip also uses third-party money managers. Bluechip's owner is also a branch manager for Securities America, Inc. and sells securities and insurance products, which may create conflicts of interest.
Assets Under Management$38M
Clients79
Advisors1
Avg. per Client$480K
Avg. per Advisor$38M
Fee Structure
Investment management only (planning not offered)
Bluechip Financial Planning offers investment management through several third-party programs. Fees vary depending on the program:
- Securities America Advisors' Financial Advisors Program (FAP): Fees are negotiated, with a maximum of 3% annually (or 2.25% if only mutual funds or variable annuities are used).
- Bluechip Investment Management Program: Fees are based on the amount you invest:
- First $250,000: 1.95% per year
- Next $250,000: 1.80% per year
- Next $500,000: 1.60% per year
- Next $1,000,000: 1.30% per year
- Next $2,000,000: 1.00% per year
- SEI Asset Management Program: Fees are based on the amount you invest:
- First $250,000: 1.00% per year
- Second $250,000: 0.75% per year
- Over $500,000: 0.50% per year
- BTS/Bonds Timing, Inc.
- Less than $100,000: 2.90%
- $100,000-$499,999: 2.00%
- $500,000-$999,999: 1.50%
- $1,000,000-$5,000,000: 1.00%
- Over $5,000,000: Negotiable
Loading...