Chad Young is a registered investment advisor at Young Wealth Partners, based in Lafayette, CO, with 1 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Clients may pay an additional fee directly to Altruist Model Marketplace or Schwab Model Market Center, ranging from 0.00% to 1.00%. Total fees will not exceed 2% of the value of assets under management.
Fee Estimator
Location
Lafayette, CO
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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 →Employment History
Current Registrations
Young Wealth Partners
Previous Registrations
Country Trust Bank
State Registrations1 state
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