Blue Chip Financial Advisors provides financial advice to individual clients, specializing in managing IRA and brokerage accounts. The firm primarily recommends mutual funds, and occasionally individual stocks and bonds. Blue Chip also offers financial planning advice on topics such as 401(k) recommendations, mortgage analysis, insurance analysis, retirement analysis, and college planning.
Assets Under Management$1M
Clients10
Advisors1
Avg. per Client$100K
Avg. per Advisor$1M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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