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Blue Chip Financial Advisors, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,000,000
Total clients
10
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
10
Average account size
$100,000
About
Blue Chip Financial Advisors provides financial advisory services to individual clients, concentrating on management of IRAs and brokerage accounts and offering financial planning across topics such as 401(k) recommendations, mortgage and insurance analysis, retirement planning, and college planning. The firm states it does not impose an asset minimum and serves a small group of individual clients.
The firm’s investment approach is grounded in Modern Portfolio Theory and asset allocation, favoring long‑term purchases and de‑emphasizing short‑term trading; recommended holdings are primarily mutual funds with occasional individual stocks and bonds. All client accounts are managed on a discretionary basis and the firm draws on research from private economists, market analysts, and independent research providers.
Noteworthy characteristics include a small client base with assets under management reported at about $800,000 as of 10/31/2023 and a firm policy requiring clients to use Interactive Brokers following a 2020 custodial change; the brochure notes the firm does not receive compensation from that broker. The principal also maintains ownership interests in two non‑advisory businesses, and the firm emphasizes an ongoing retainer/telephone consultation model with account reviews conducted when clients request them.
Client services
Financial planning
Portfolio management
Fee options
Initial set up fee varies according to complexity and amount of assets invested; fixed fees $25-$125 per quarter for accounts under $50,000.
$0 - $50,000: Fixed fee ranges from $25 to $125 per quarter $50,000 - $2,000,000: 1/4% (0.25%) of first $2 million $2,000,000 - $4,000,000: 3/16% (0.1875%) of second $2 million $4,000,000+: 1/8% (0.125%) of assets greater than $4 million
Account minimum: $50,000 Fee-only: Retainer based fee structure with quarterly fees as described in fee tiers; no commissions or performance fees.
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Blue Chip Financial Advisors, Inc.
Seville OH, United States
Number of offices
1
Forms ADV
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