Our entire advisory team is committed to helping clients navigate their financial lives. At the same time, we understand that you may prefer the perspective of a woman advisor.
Whether you’re married, single, widowed, navigating divorce, or simply prefer to work with a woman, one of our woman advisors can help you on your financial journey.
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They can include family responsibilities, career decisions, changing relationships, the loss of a spouse, retirement, and questions about what comes next.
Our advisors provide a welcoming environment where you can ask questions, talk openly, and take an active role in your financial decisions.”
Erin Goss | Chief Operating Officer, CFA®, CAIA, CIMA®, CFS®
If you have a portfolio of at least $500K, please contact us.
“Maybe you just had your first child, got married, divorced, or a spouse or planned guardian has passed away. Keeping your estate plan up to date is key to making sure your wealth and your loved ones are taken care of according to your wishes.”
Sarah Pangburn | Partner, JD | Blue Chip Estate Planning
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.
*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.
