BlueChip Wealth Advisors offers investment management through advisor-managed accounts, third-party managed accounts, and wrap accounts. They also provide financial planning services, including retirement planning. Investment strategies are tailored to individual client objectives, with accounts periodically rebalanced. BCWA may recommend alternative investments to qualified investors. They do not vote proxies for client securities.
Assets Under Management$640M
Clients446
Advisors6
Avg. per Client$1.4M
Avg. per Advisor$110M
www.facebook.com/bluechipwealthadvisors ·www.linkedin.com/company/bluechip-wealth-advisors ·www.bcwealthadvisors.com
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.75% |
| $1.0M - $3.0M | 1.50% |
| $3M+ | 1.50% |
Fees are negotiable for portfolios of $3,000,000 or more.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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