Scott Chisholm is a registered investment advisor at C&d Wealth Advisors, based in Whitmore Lake, MI, with 15 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 59 clients with $35M 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 - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable under special circumstances. The fee schedule for all retirement accounts (except Individual Retirement Accounts and Employer Sponsored Plans) is 0.50% annually. Annual Fee For Employer Sponsored Retirement Plans (401k, 403b, 457, etc.): 0.50% up to $3,000,000; and 0.30% over $3,000,000
Fee Estimator
Location
Whitmore Lake, MI
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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 →Employment History
Current Registrations
C&d Wealth Advisors
Previous Registrations
C&d Wealth Advisors
State Registrations1 state
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