Chad Sapa is a registered investment advisor at Cts Consulting, LLC, based in Dilworth, MN, 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 25 clients with $36M 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 | 0.95% |
| $500K - $2.0M | 0.85% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.75% |
Fees above $4,000,000 are negotiable.
Fee Estimator
Location
Dilworth, MN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Chad is the Chief Financial Officer of Cass County Electric Cooperative, an electricity service provider, since 1991. This activity is not investment-related.
Employment History
Current Registrations
Cts Consulting, LLC
State Registrations2 states
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