Chad Butler is a registered investment advisor at Harvest Lane Investment Partners, LLC., based in Sandy, UT, with 13 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, Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.45% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 0.85% |
| $5.0M - $25.0M | 0.75% |
| $25.0M - $75.0M | 0.65% |
| $75M+ | 0.50% |
This is a tiered/blended fee schedule. The asset management fee is calculated by applying different rates to different portions of the portfolio. Harvest Lane can household certain related client accounts for the purpose of achieving the minimum account size and determining the annualized fee. Annual fees are negotiable.
Fee Estimator
Location
Sandy, UT
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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 Activities
Chad is a notary public since October 2020. He dedicates minimal time to this non-investment related activity.
Employment History
Current Registrations
Harvest Lane Investment Partners, LLC.
Previous Registrations
Global Retirement Partners LLC
Transamerica Capital, INC.Broker
Voya Investments Distributor, LLCBroker
Voya Investment Management CO. LLC
John Hancock Investment Management, LLC
Manulife Asset Management (US) LLC
John Hancock Investment Management Distributors LLCBroker
Fidelity Investments Institutional Services Company, INC.Broker
Fidelity Brokerage Services LLCBroker
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.