Chad Tennant is a registered investment advisor at The Freedom Experience, INC., based in Fletcher, OH, with 21 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 28 clients with $20M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The Freedom Experience charges an annual fee for investment management services, which is billed monthly or quarterly in advance based on the market value of your portfolio. Standard annual fees vary between a fixed flat rate of $10,000 and $36,000, depending on the types of investments managed and the specific services provided. The firm requires a minimum annual fee of $10,000 to maintain an individual investment management account. Fees may be negotiated in limited circumstances.
Location
Fletcher, OH
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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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Chad is an operating manager for My Deliverables Team, ensuring contractors meet their assignments since 2005. This takes nearly full-time, as Chad spends about 120 hours per month on this business.
Employment History
Current Registrations
The Freedom Experience, INC.
Previous Registrations
Twams Financial Planning, LLC
The Freedom Experience, INC.
The Freedom Experience, INC.
The Freedom Experience, INC.
Summit Wealth Management, INC
First Command Financial Planning, INC.
First Command Bank
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.