Chad Stafko
Chad Stafko is a CFP-designated registered investment advisor at Associated Investment Services, INC., based in Fairview Heights, IL, with 14 years of industry experience. Chad is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Insurance Planning, Investment Management, Retirement Planning. Their firm serves 3,852 clients with $1.2B 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 $175K | 1.81% |
| $175K - $250K | 1.71% |
| $250K - $350K | 1.68% |
| $350K - $500K | 1.63% |
| $500K - $750K | 1.61% |
| $750K - $1.0M | 1.46% |
| $1.0M - $1.5M | 1.42% |
| $1.5M - $2.0M | 1.29% |
| $2.0M - $5.0M | 1.28% |
| $5M+ | 0.93% |
Rates reflect the maximum range for Fund Strategist Portfolios. Separately Managed Accounts range from 2.12% to 0.81%. Fees are negotiable.
Fee Estimator
Location
6550 N Illinois St., Fairview Heights, IL, 62208
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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 the author of "Everyday Christianity, Every Day," republished by Kaio Publications, and spends minimal time on related public speaking. He also serves as a Pulpit Minister at Green Mount Road Church of Christ, dedicating a few hours per week to preaching.
Employment History
Current Registrations
Associated Investment Services, INC.Broker
Associated Investment Services, INC.
Previous Registrations
Archford Capital Strategies, LLC
Union Planters Investment Advisors, INC.
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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