Chad Burch
Chad Burch is a CFP, ChFC-designated registered investment advisor at Phillips Financial, based in Fort Wayne, IN, with 24 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 970 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Phillips Financial Management's annual fees for investment management services are calculated quarterly, in advance, as a percentage of the market value of the assets they manage. The percentages generally range from 0.40% to 1.25%, as set forth in the fee schedule in the client's advisory agreement. Phillips Financial Management generally charges a minimum fee of $500 per quarter. Clients are charged based on a percentage of assets under management with Phillips Financial Management for the automated investment strategy. The maximum annual fee for this service is 1.00%. This fee is negotiable.
Location
6920 Pointe Inverness Way, Suite 230, Fort Wayne, IN, 46804
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Chad is an independent insurance agent for various independent insurance companies.
Employment History
Current Registrations
Phillips Financial
Previous Registrations
Cambridge Investment Reserarch, INC.
Lincoln Financial Advisors Corporation
State Registrations1 state
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.