Chad Mcmillan
Chad Mcmillan is a CFP-designated registered investment advisor at Gerald Baker Financial Group, L.l.c.dba Baker Financial Services, based in Arlington, TX, with 23 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 482 clients with $910M 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 $250K | Included |
| $250K - $1000K | 1.00% |
| $1.0M - $2.5M | 0.88% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.38% |
Minimum annual fee of $2,500 for assets under $250,000. Fees may be negotiable.
Fee Estimator
Location
1415 West Randol Mill Rd., Arlington, TX, 76012
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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
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Employment History
Current Registrations
Gerald Baker Financial Group, L.l.c.dba Baker Financial Services
Grb Financial LLCBroker
Previous Registrations
H. Beck, INC.Broker
State Registrations1 state
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