BlueChip Financial Advisors (BCFA) offers investment advice and supervisory services, recommending investments like stocks, bonds, and mutual funds to help clients reach their financial goals. BCFA also provides financial planning services. BCFA does not make trades without client consent, and the specific investment approach is tailored to each client's needs.
Assets Under Management$100M
Clients178
Advisors5
Avg. per Client$580K
Avg. per Advisor$21M
Fee Structure
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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