Chad Justice is a registered investment advisor at Collaborative Wealth, based in Lake Mary, FL, 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 893 clients with $560M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Collaborative Wealth Management's fee for managing your investments is a percentage of the value of your portfolio. The maximum fee is 2.50% per year, but the actual fee you pay will typically range from 0.25% to 2.50% and is negotiable. The fee depends on the amount of assets managed, family relationships, professionals servicing the accounts, and the range of services provided. Fees are deducted from your account monthly or quarterly.
Location
972 International Parkway, Lake Mary, FL, 32746
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Regulatory History (1)
Criminal
January 2009Other Business Activities
Chad owns and manages real estate through various companies since 2015, dedicating minimal time. He is also involved with advisorRETIRE, LLC, which capitalizes acquisitions of independent financial services firms, spending a few hours per week on this activity.
Employment History
Current Registrations
Collaborative Wealth
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
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.