Chad Roope is a CFA-designated registered investment advisor at Lineweaver Wealth Advisors, based in Valley View, OH, with 18 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, Education Planning, Estate Planning, and 6 more. Their firm serves 2,134 clients with $1.1B 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 $500K | 1.85% |
| $500K - $5.0M | 1.65% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.25% |
Fees are typically billed monthly in arrears based on average daily balance. Fees are negotiable, and household accounts may be combined to reach lower fee tiers.
Fee Estimator
Location
9035 Sweet Valley Drive, Valley View, OH, 44125
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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 works as a consultant for Kohmann Bosshard Financial Services LLC, an investment-related activity. This requires a few hours per week, with minimal time spent during trading hours.
Employment History
Current Registrations
Lineweaver Wealth Advisors
Previous Registrations
Sequoia Financial Group, L.L.C.
Fundamentum, LLC
Valmark Advisers, INC.
Valmark Securities, INC.Broker
Schwab Private Client Investment Advisory, INC.
Charles Schwab & CO., INC.Broker
Colton Groome Financial Advisors, LLC
Valmark Advisers, INC.
Valmark Securities, INC.Broker
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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