Chad Willardson is a registered investment advisor at Pacific Capital, based in Corona, CA, 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 Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 78 clients with $820M 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 $25.0M | 1.25% |
| $25.0M - $50.0M | 1.13% |
| $50.0M - $100.0M | 1.00% |
| $100M+ | 1.00% |
Fees and account minimums may be negotiable based on prior relationships and related account holdings. Rates for amounts above $100,000,000 are customized/negotiable.
Fee Estimator
Location
1861 California Avenue, Suite 101, Corona, CA, 92881
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 ActivitiesSells Insurance
Chad owns rental homes and spends no time on them due to a property manager. He is also an owner and investment advisor at Pacific Capital, an RIA firm and insurance business, dedicating full-time hours to this role. Additionally, Chad serves as the City Treasurer for the City of Corona, spending minimal time overseeing finances.
Employment History
Current Registrations
Pacific Capital
Previous Registrations
Gradient Securities, LLCBroker
Purshe Kaplan Sterling InvestmentsBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 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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