CB
CB
Chad Brand
19 Years of Experience
Pittsburgh, PA
1 Disclosure
Chad Brand is a registered investment advisor at Peridot Capital Management, based in Pittsburgh, PA, 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 Investment Management, Retirement Planning. Their firm serves 19 clients with $6.3M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
19 clients
Average Client Portfolio
$329K average
Assets Under Management
$6.3M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.38% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.13% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $2.0M | 0.88% |
| $2M+ | 0.75% |
Fees are negotiable based on the level of service desired and asset levels.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Pittsburgh, PA
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Regulatory History (1)
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Regulatory
October 2006Final
Employment History
Current Registrations
Peridot Capital Management
March 2007 - Present · 19 yrs 2 mos
State Registrations3 states
MDPAWA
Advisor
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
No exam information available for this advisor.