BLUE CHIP FINANCIAL ADVISORS, LLP

Overview

Blue Chip Financial Advisors, LLP is an independent, owner-operated registered investment adviser organized as an LLP that works primarily with individual and family clients. The firm offers financial planning, portfolio management for individuals and small businesses, and runs educational seminars and workshops. Its fee schedule is mixed: advisors charge a percentage of assets under management as well as hourly and fixed fees for certain services. FINTRX flags the adviser as not an active ESG investor and not a pension consultant; it also lists the firm as a non–capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices