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Firm

Blue Chip Partners

Farmington Hills, Michigan

Fee-only

Facts

Based inFarmington Hills, Michigan
Websitebluechippartners.com
Phone(248) 848-1111

Blue Chip Partners fees

What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.

Asset-based fee1.25% a year on the first tier of assets
Account minimum$500,000
How it chargesPercentage of assets

In the firm's words

"the first million is at 1.25% and the next $500,000 would be at 1% of the account value." source
"Our investment minimum is $500,000 of investable assets with our firm." source
"the first million is at 1.25% and the next $500,000 would be at 1% of the account value." source

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Paid byPercentage of assets · Fixed fees
Assets managed$1.9 billion
Individual clients479
Financial planningOffered
Form ADV filedMarch 31, 2026
SEC recordCRD 132437

Advisors at this firm (19)