Blue Chip Partners offers investment management and financial planning services. Investment management includes structuring, executing, and monitoring investments. Financial planning covers areas like retirement, estate, tax, education funding, and insurance review. Financial planning is included for investment management clients, or available separately for a fixed fee.
Fee Structure
Blue Chip Partners' investment management fees are based on a percentage of the assets they manage. The exact percentage depends on the type and size of your account, and the level of service you receive, but generally will not exceed 1.25% of assets and are negotiable. Financial planning is included at no additional cost for clients who also use Blue Chip Partners for investment management.