Chad Abel
Chad Abel is a registered investment advisor at Osaic Advisory Services, LLC, based in Saint Charles, MO, with 30 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 28,410 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Advisors offers investment management through several programs:
- Ally Account: Fees are negotiable, with a maximum annual fee of 2.50%. Transaction charges apply.
- Counsel Account: Fees are negotiable, with a maximum annual fee of 2.50%. This is a wrap account, so the fee covers both advice and transactions.
- Partner Program: Access to third-party managers with varying fees. Osaic either receives a portion of the fee or charges a separate consulting fee.
- Plan Participant Retirement Program: Maximum 3% annual fee, either fixed or tiered, based on assets in your retirement plan account.
Location
828 S Main Street, Saint Charles, MO, 63301
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2002Other Business ActivitiesSells Insurance
Chad owns AB Wealth Management through Abel & Associates, LLC, which receives fees from securities services, dedicating minimal time. He is also an advisor with Arbor Point Advisors, providing advisory services full-time, and an insurance agent, soliciting based on client needs a few hours per week.
Employment History
Current Registrations
Osaic Advisory Services, LLC
Osaic Wealth, INC.Broker
Previous Registrations
Arbor Point Advisors
Securities America, INC.Broker
Ameriprise Financial Services, LLCBroker
Ids Life Insurance CompanyBroker
Ameriprise Financial Services, LLC
State Registrations17 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.