Chad Justice is a registered investment advisor at Collaborative Wealth, based in Lake Mary, FL, 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 Alternative Investments, Business Owners, Estate Planning, High Net Worth, and 5 more. Their firm serves 937 clients with $650M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum advisory fee is 2.50% and typical fees range from 0.25% to 2.50%. Fees are negotiable based on account size, family relationships, and services provided.
Fee Estimator
Location
972 International Parkway, Lake Mary, FL, 32746
Get directionsHistory
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.
Exams
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