Chad Clary is a registered investment advisor at Americana Partners, LLC, based in Midland, TX, with 27 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 1,818 clients with $9.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual management fees vary up to 2.00% depending on portfolio size, composition, and services rendered. Fees are negotiable.
Fee Estimator
Location
6 Desta Drive, Suite 5950, Midland, TX, 79705
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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 Activities
Chad is a member of SCRE Holdings LLC, a real estate investment company, dedicating a few hours per week to managing and maintaining properties. He also manages CK4 Holdings DBA ChadandKay Coaching, providing mindset coaching and mentoring for minimal time each month.
Employment History
Current Registrations
Americana Partners, LLC
Previous Registrations
Syntal Capital Partners, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations2 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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