Beau Davis is a CFP-designated registered investment advisor at Bluechip Wealth Advisors LLC, based in Milton, GA, with 27 years of industry experience. Beau operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 446 clients with $640M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.75% |
| $1.0M - $3.0M | 1.50% |
| $3M+ | 1.50% |
Fees are negotiable for portfolios of $3,000,000 or more.
Fee Estimator
Location
12655 Birmingham Hwy, Suite 201, Milton, GA, 30004
Get directionsHistory
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 →Employment History
Current Registrations
Bluechip Wealth Advisors LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Compass Wealth Management, LLC
Triad Advisors, INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
A. G. Edwards & Sons, INC.Broker
State Registrations2 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.