Matthew Mondoux is a CFA, CFP-designated registered investment advisor at Blue Chip Partners, LLC, based in Farmington Hills, MI, with 9 years of industry experience. Matthew 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
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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.
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Current Registrations
Blue Chip Partners, LLC
State Registrations4 states
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