Chadwick Canine is a CFA, CFP-designated registered investment advisor at Mariner Independent, based in Wimberley, TX, with 21 years of industry experience. Chadwick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 4,307 clients with $7.3B 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 | 2.50% |
Advisory fees range up to 2.50% per annum depending on the services provided and other considerations. Fees are negotiable.
Fee Estimator
Location
15600 Ranch Road 12, Wimberley, TX, 78676
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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.
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Chadwick is a Managing Director at Jooy Wealth, offering investment advisory services, dedicating full-time hours to this role. He also serves on the Wimberley ISD School Board and is the Founder & CEO of Jooy Consulting, LLC, a business consulting firm, dedicating about a quarter of his time to the consulting role.
Employment History
Current Registrations
Mariner Independent
Previous Registrations
Choreo, LLC
Adviceperiod, LLC
Seia
Signature Investment Advisors, LLC
J.P. Morgan Securities LLC
William Blair & Company L.L.C.
State Registrations1 state
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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