David
Foret
Blue Chip Partners, LLC
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About this Advisor
David Foret is a certified financial planner working out of Farmington, Michigan, who has 6 years of relevant experience. Foret currently works for Blue Chip Partners, LLC. Throughout their career, Foret has worked at Tactical Allocation Group LLC, Not Employed - Between Companies, Stratos Wealth Partners and Blue Chip Partners. Foret has a Series 65 license, certifying them as an investment advisor representative, and can serve investors in Florida, Michigan and Texas. Blue Chip Partners, LLC is a registered investment business based out of Farmington, MI. It manages $1 billion in total assets among its 2,358 accounts, placing it among the bigger firms in the country by assets under management. The firm serves two charities and foundations. Of its 2,358 accounts, 48% are associated with high-net-worth individuals who have at least $1 million in investable assets. The advisory firm has a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advice usually vary depending on the services. However, fees charged by Blue Chip Partners, LLC may include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Blue Chip Partners, LLC Brokerage Details
$1,052,006,620
25
2,358
$446,144
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
David Foret Work History
David has been registered as a financial advisor for 6 years.*
Blue Chip Partners
Stratos Wealth Partners
Blue Chip Partners
Not Employed - Between Companies
Tactical Allocation Group LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Foret to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Blue Chip Partners, LLC
Farmington, MI
Farmington, MI
Farmington, MI
Farmington, MI
Farmington, MI
Farmington, MI
Farmington, MI
Farmington, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
