Robert Steinberg
Robert Steinberg is a CFP-designated registered investment advisor at Blue Chip Partners, LLC, based in Farmington Hills, MI, with 37 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 908 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Blue Chip Partners' investment management fees are based on a percentage of the assets they manage. The exact percentage depends on the type and size of your account, and the level of service you receive, but generally will not exceed 1.25% of assets and are negotiable. Financial planning is included at no additional cost for clients who also use Blue Chip Partners for investment management.
Location
38505 Country Club Drive, Suite 150, Farmington Hills, MI, 48331
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert has been an agent selling life insurance since 1993, dedicating minimal time to it. He is also an attorney and part owner of Blue Chip Estate Planning, LLP since June 2024, and a partner/indirect part owner of Blue Chip Tax, LLC since November 2024.
Employment History
Current Registrations
Blue Chip Partners, LLC
Previous Registrations
Raymond James Financial Services, INC.Broker
Fsc Securities CorporationBroker
Sigma Financial CorporationBroker
H.D. Vest Investment Securities, INC.Broker
Chubb Securities CorporationBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.