Blue Chip Partners, Inc.

Wealth Management Firm in Farmington Hills, MI

Firm Info
Address: 38505 Country Club Dr, Farmington Hills, MI 48331, USA
Phone: (248) 848-1111

Firm Size
Assets Under Management: $1.1 billion
# of Advisors: 12
# of Clients: 2,019
Client to Advisor Ratio: 168:1
Average Account Size: $544,220
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

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Blue Chip Partners, Inc. Overview

Blue Chip Partners, Inc. is an investment advisory firm based in Farmington Hills, MI. The firm has been in business since 2005 and specializes in providing investment advice to its clients. As a fee-only firm, Blue Chip Partners, Inc. is committed to providing its clients with personalized financial solutions without any conflicts of interest. Blue Chip Partners, Inc. is a registered investment advisory firm that offers a range of financial planning services. The firm’s services include portfolio management for both individuals and small businesses. The firm’s investment strategy is tailored to each client’s specific needs and goals. Through thoughtful portfolio selection and management, Blue Chip Partners, Inc. helps its clients build long-term wealth. In addition to the above-mentioned services, Blue Chip Partners, Inc. also offers pension consulting services to its clients. The firm’s pension consulting services are designed to help clients maximize their retirement savings. Whether you are an individual or a small business owner, the firm’s expert financial advisors can help you create a retirement plan that meets your unique needs and objectives. With over 15 years of experience in the industry, Blue Chip Partners, Inc. is a trusted partner in helping individuals and small businesses plan for a secure financial future.

At BLUE CHIP PARTNERS, INC., a range of clients are served with customized financial planning solutions. The firm gladly caters to high net worth individuals, pension or profit sharing plans, and charitable organizations, as well as individuals and other types of corporations not explicitly mentioned. Clients can easily consult with the team of expert financial advisors who are always equipped with a wealth of knowledge and expertise to offer the best possible solutions for investment, asset, and wealth management. As far as fees are concerned, BLUE CHIP PARTNERS, INC. offers a couple of options that are based on the services utilized by clients. One of the fee structures available involves charging a percentage of assets under management (AUM) for portfolio management, so the firm can handle the task for clients who prefer this approach. Alternatively, clients who prefer a more precise fee structure can opt for fixed fees, which help ensure a transparent and predictable cost structure. These fixed fees are typically based on the scope of services provided, and clients can feel confident that their financial needs are being met in a cost-effective manner. Overall, BLUE CHIP PARTNERS, INC. is well equipped to provide tailored financial solutions that cater to a diverse range of client needs and preferences.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure for Blue Chip Partners, Inc. does not mention an investment minimum.

How This Office Can Help Farmington Hills, MI Residents

Blue Chip Partners, Inc. is a financial planning and investment management firm that provides customized solutions to clients in Farmington Hills, MI. The team at Blue Chip Partners understands that financial situations can vary greatly from one individual to another, and they work closely with clients to develop personalized strategies that fit their unique needs. Some common financial situations that residents of Farmington Hills, MI may be facing include retirement planning, debt management, tax planning, and investment management. Blue Chip Partners can assist with all of these situations and more, offering expertise and guidance to help clients achieve their long-term financial goals. Whether someone is just starting out in their career or looking to retire in the near future, Blue Chip Partners can provide the support and guidance needed to make the most of their financial resources.

To view the Minimum Investment and Fee Schedule for Blue Chip Partners, Inc., visit their Part 2 Brochure.

Services Offered by Blue Chip Partners, Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Blue Chip Partners, Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 38505 Country Club Dr, Farmington Hills, MI 48331, USA
Phone (248) 848-1111
Directions
Google My Business Reviews:

Other Office Locations

This firm has no other locations.

State Registrations

Blue Chip Partners, Inc. is registered to service clients in the following states:

  • California
  • Florida
  • Illinois
  • Kentucky
  • Louisiana
  • Michigan
  • New York
  • North Carolina
  • Texas
  • Wisconsin

Disciplinary History

Blue Chip Partners, Inc. does not have any disclosures. Please visit it's Form ADV for more details.

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