Chad Germann is a registered investment advisor at First Financial Consulting, based in Pasadena, CA, with 19 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 643 clients with $640M in assets under management.
Compensation
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Fee Structure
First Financial Consulting offers investment consulting services, either on a project basis or ongoing. They help clients set investment goals, develop asset allocation models, and create investment policy statements. The firm makes recommendations on which investment managers to use, providing information on their styles and performance. If the client chooses, First Financial Consulting will monitor the portfolio's allocation and performance quarterly and make recommendations for changes. The typical fee is 1.00% per year, but can range from 0.40% to 1.50% based on factors like asset complexity and anticipated withdrawals.
Location
517 South Lake Avenue, Pasadena, CA, 91101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Chad co-owns rental properties since 2005. This activity requires minimal time.
Employment History
Current Registrations
First Financial Consulting
Previous Registrations
Edward Jones
State Registrations1 state
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