Daniel Seder
Daniel Seder is a CFA, CFP-designated registered investment advisor at Blue Chip Partners, LLC, based in Farmington Hills, MI, with 24 years of industry experience. Daniel 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
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2006Other Business ActivitiesSells Insurance
Daniel is the owner of Blue Chip Partners, LLC, an independent RIA, dedicating nearly full-time hours to it. He is also a partner and agent for non-variable insurance, spending minimal time on this activity.
Employment History
Current Registrations
Blue Chip Partners, LLC
Previous Registrations
Raymond James Financial Services, INC.Broker
New England SecuritiesBroker
PFS Investments INC.Broker
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.