Blue Chip Partners is a registered investment advisor located in Farmington Hills, Michigan, offering investment management and financial planning services. The firm builds customized investment portfolios based on each client's specific goals, time horizon, and risk tolerance, using a variety of assets including stocks, bonds, mutual funds, and exchange-traded funds. Financial planning is comprehensive, covering taxes, retirement income strategies, estate planning, insurance reviews, and education funding. Financial planning is included at no additional cost for clients who hire Blue Chip Partners for investment management, but is also available as a standalone service for a fixed fee. The firm primarily serves individuals, high-net-worth clients, trusts, estates, and small businesses.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees vary by account type and size, will not exceed 1.25% of assets, and are negotiable. Certain accounts like 529 plans or employer retirement accounts may be billed at lower rates.