™
Yes. As a fiduciary, we are required to place the interest of our clients ahead of our own.
Our investment minimum is $500,000.
Our client accounts are held at Charles Schwab and/or Raymond James.
We focus on high-quality, market-leading U.S. companies with the strength to grow and sustain dividends.
Our stock portfolio focuses on investing in individual stocks, which means we lower costs and create opportunities for tax efficiency. Every portfolio is managed in-house by our experienced investment team, ensuring that your investments align with your financial plan.
Our bond portfolio is a diversified mix of low-cost, exchange-traded funds (ETFs) and mutual funds.
|
Account Value
|
Fee
|
|---|---|
|
$0-1m
|
1.25%
|
|
$1-3m
|
1%
|
|
$3-5m
|
.85%
|
|
$5-10m
|
.70%
|
|
$10m+
|
.55%
|
Our investment management fee is calculated using a tiered, marginal rate structure. This means different portions of your portfolio may be assessed at a different fee rate, rather than applying a single rate based on the entire account balance.
Disclaimer: The fees shown above represent the Firm’s standard fee schedule. Actual fees charged to any client or prospective client may vary based on a number of factors, including but not limited to account size, investment strategy, and services provided, as disclosed in the Firm’s Form ADV and the client’s investment management agreement.
You will be partnered with two dedicated advisors from our team of highly credentialed professionals. Your advisors work side-by-side, supported by the full Blue Chip team.
We think it’s important that you find a CERTIFIED FINANCIAL PLANNER (CFP®) professional. For investment management, you should find a CFA® charterholder – Chartered Financial Analyst. For tax, there’s the CPA – Certified Public Accountant designation. And for an attorney in legal or estate planning, it’s the JD – Juris Doctorate degree.
Each client has unique goals. We will customize a meeting frequency that is tailored to your needs.
Yes. We are located in Farmington Hills, Michigan, and we work virtually with clients all over the United States.
No.
You will receive an email with a link to our Blue Chip Portal and detailed instructions.
*The above statements are individual Google Reviews provided voluntarily by current clients of Blue Chip Partners. The statements are presented verbatim from Google Reviews without alteration. No compensation was provided in exchange for their comments, and Blue Chip Partners is not aware of any material conflict of interest between these clients and the firm. These reviews reflect the personal opinions of the reviewers and do not constitute a guarantee of similar outcomes.
We simplify your life by seamlessly coordinating all your financial needs in-house: financial planning, investment management, tax preparation and estate plan document preparation. Our comprehensive approach, powered by our highly credentialed team, frees up your time to focus on what matters most.
Founder & CEO
JD, CPA, CFP®
Managing Partner
CMT, CFA, CFP®
Partner
Senior Financial Advisor
IACCP®, CEBS, CFP®
Partner
Senior Financial Advisor
CMT, CFA, CFP®
Senior Financial Advisor
CPA, CFP®, CMT
Senior Financial Advisor
CFP®, AEP®
Senior Financial Advisor
JD, LLM, CLU, ChFC
Financial Advisor
CFP®
Financial Advisor
CFP®
Financial Advisor
CFP®
Financial Advisor
CPA, CFP®
Financial Advisor
CFP®
Financial Advisor
CFP®
Financial Advisor
CFP®
Associate Financial
Advisor
To enable us to give the best possible financial planning services, please provide copies of the financial documents included in the downloadable checklist below.
*Blue Chip Partners, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Blue Chip Estate Planning, PLLC is a law firm that provides estate planning services to clients of Blue Chip Partners, LLC their families, and other residents of the State of Michigan. Blue Chip Estate Planning is owned by Robert Steinberg and Sarah Pangburn, both attorneys licensed to practice law in the state of Michigan. Blue Chip Tax, LLC is a wholly owned subsidiary of Blue Chip Partners, LLC that provides annual tax planning and preparation services primarily to clients of Blue Chip Partners, LLC. Services offered by Blue Chip Estate Planning, PLLC and Blue Chip Tax, LLC are provided separately by those entities and are independent of any advisory agreement with Blue Chip Partners, LLC.
