![]() ![]() The firm, though, may adjust allocations if it deems it necessary. Advisors can provide advice on such topics as:īlue Chip Partners holds consultations with clients to determine investment goals, risk tolerance and other factors before the firm chooses an investment model with an appropriate target asset allocation. The firm provides investment management and financial planning services to individuals, trusts, small businesses, estates and pension and profit-sharing plans. It changed its name in 2010 and is primarily owned by two trusts - Steinberg Living Trust and Daniel E. Blue Chip Partners Backgroundīlue Chip Partners first launched as Steinberg Planning and Investment Management in 2004. However, advisors must act in the best interest of the client at all times due to the firm's fiduciary duty. Some advisors here may earn commissions, which can cause a potential conflict of interest. Most of its clients are high-net-worth individuals, with most of the rest being individuals with less than a high net worth. However, the firm may waive this requirement at its discretion. To maintain an investment management relationship with the firm, a client generally needs to keep an account minimum of $500,000. Its advisor team includes six certified financial planners (CFPs), three chartered financial analysts (CFAs), two certified public accountants (CPAs) and more. The Financial Times ranked Blue Chip among its Top Financial Advisors in 2017, 20. At the top of our list is Blue Chip Partners, a fee-based firm. ![]()
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