Marcus Ashworth
Marcus Ashworth is a CFP-designated registered investment advisor at Bluechip Wealth Advisors LLC, based in Milton, GA, with 28 years of industry experience. Marcus 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 (1)
Employment Separation After Allegations
April 2009Other Business Activities
Marcus owns and operates Georgia Pine Plantations, LLC, a timber farm and hunting preserve, dedicating a few hours per week to this activity. He also owns/operates GPP2, LLC, a real estate holding company that manages the real estate for BlueChip Wealth Advisors, spending minimal time on this.
Employment History
Current Registrations
Bluechip Wealth Advisors LLC
Previous Registrations
Triad Advisors LLCBroker
Triad Advisors, INC.
LPL Financial Corporation
LPL Financial CorporationBroker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
A. G. Edwards & Sons, INC.Broker
Mclaughlin, Piven, Vogel Securities, 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.