Emily
Prater
Blue Chip Partners, LLC
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About this Advisor
Emily Prater is a financial advisor based out of Farmington, Michigan with a total of 2 years of relevant experience. Prater is currently employed by Blue Chip Partners, LLC. Over the course of their career, Prater has held roles at Uncle Ray'S Dairyland, Michigan State University, Deloitte Tax Llp, Breslin Student Events Center, Doeren Mayhew and Blue Chip Partners, Inc. Prater has a Series 65 license, qualifying them as an investment advisor representative, and can operate in Florida, Michigan and Texas. Blue Chip Partners, LLC is a financial advisory firm operating out of Farmington, MI. It oversees $1 billion in total assets across its 2,358 accounts, placing it among the bigger financial advisory firms in the United States by assets under management. The firm advises two charities and foundations. Of its 2,358 customer accounts, 48% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Blue Chip Partners, LLC performs a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors largely are based on which services the firm provides the client. However, fee types billed by Blue Chip Partners, LLC most likely include 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
Emily Prater Work History
Emily has been registered as a financial advisor for 2 years.*
Blue Chip Partners, Inc
Doeren Mayhew
Deloitte Tax Llp
Michigan State University
Deloitte Tax Llp
Breslin Student Events Center
Uncle Ray'S Dairyland
Michigan State University
*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 Emily Prater 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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