Bluechip Financial Planning, Inc.
Bluechip Financial Planning, Inc. (CRD# 114944) is a financial advisory firm headquartered in Richardson, TX. They manage $27,698,796 in 82 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Bluechip Financial Planning, Inc.
By the Numbers
-
Total Assets Under Management28MILLION
-
Total Number of Accounts82ACCOUNTS
-
Average Account Value$337,790
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Bluechip Financial Planning, Inc.
1
Charles Manthey (CRD# 1675091) is an Investment Advisor Representative working at Bluechip Financial Planning, Inc. in Richardson, TX and has over 36 years of experience in the finance industry.
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