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 is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. 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 | 1.00% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.88% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.38% |
Accounts between $0 and $249,999 pay a flat $2,500 annual fee. Fees are negotiable.
Fee Estimator
Location
1415 West Randol Mill Rd., Arlington, TX, 76012
Get directionsHistory
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
The provided text only contains the name of the financial services firm. More information is needed to provide a summary of Chad's other business activities and whether he sells insurance.
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
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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