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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 692 clients with $540M 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 | 1.45% |
| $1.0M - $3.0M | 0.90% |
| $3M+ | 0.45% |
Total fee combines SPG Advisors LLC fees and Synergy Asset Management co-provider fees. Fees are negotiable and accounts within the same household may be combined for a reduced fee.
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
Joslin Capital Advisors LLC
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
TD Ameritrade, INC.Broker
TD Ameritrade Investment Management, LLC
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Financial Advocates Investment Management
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Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Harrisdirect LLC
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Charles Schwab & CO., INC.Broker
State Registrations8 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.
Exams
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