Chad Bushon is a CFP-designated registered investment advisor at Spg Advisors LLC, based in Kirkland, WA, with 26 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Retirement Planning, and 1 more. Their firm serves 628 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
These fees are for SPGA's services only. Synergy Asset Management (SAM) also charges a fee: $0 - $1,000,000: 0.45%, $1,000,001 - $3,000,000: 0.40%, Over $3,000,000: 0.20%. SPGA may waive and/or reduce its portion of the advisory fee paid from SAM based upon certain criteria.
Fee Estimator
Location
11411 NE 124th St, Suite 255, Kirkland, WA, 98034
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2008Employment History
Current Registrations
Spg Advisors LLC
Previous Registrations
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State Registrations8 states
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