Chad Slagle is a registered investment advisor at Slagle Financial, LLC., based in Edwardsville, IL, with 22 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Investment Management, Retirement Planning. Their firm serves 1,395 clients with $320M 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 $750K | 1.75% |
| $750K - $1.5M | 1.55% |
| $1.5M - $3.0M | 1.45% |
| $3.0M - $6.0M | 1.25% |
| $6.0M - $10.0M | 1.00% |
| $10M+ | 0.85% |
Fees are negotiable. Existing clients may be charged according to prior published fee schedules.
Fee Estimator
Location
419 St. Louis Street, Edwardsville, IL, 62025
Get directionsHistory
Regulatory History (1)
Regulatory
November 2015Other Business ActivitiesSells Insurance
Chad is an independent insurance agent representing various companies. He is also a partner in Best Practices, LLC, a consulting business, dedicating minimal time to this role.
Employment History
Current Registrations
Slagle Financial, LLC.
Previous Registrations
Brookstone Capital Management LLC
Midamerica Financial Services, INC.Broker
Brookstone Capital Management LLC
Kalos Management
Kalos Capital, INC.Broker
Walnut Street Securities, INC.Broker
State Registrations4 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.