BlueChip Wealth Advisors manages investment portfolios and offers comprehensive financial planning services for individuals, families, and businesses. BlueChip Wealth Advisors provides both advisor-managed accounts and third-party managed investment strategies across multiple major custodian platforms, including Charles Schwab, SEI Private Trust Company, and Fidelity Brokerage Services. The firm's services encompass personalized asset management, retirement planning, estate planning coordination, tax-aware strategies, and project-based financial consulting. BlueChip Wealth Advisors tailors portfolios to each client's specific risk tolerance and goals, utilizing stocks, bonds, exchange-traded funds, mutual funds, and alternative investments when appropriate.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees vary by program and representative, not to exceed 1.75% annually. Fees are negotiable.