Chad Mclane
Chad Mclane is a registered investment advisor at Centaurus Financial, INC., based in Montgomery, TX, with 17 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 38,049 clients with $7.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Centaurus Financial's advisors manage client accounts through various programs, charging an annual fee based on the amount invested. Fees are negotiable and can be a flat percentage or tiered, where the rate decreases as the portfolio value increases. Additional charges may include transaction fees, custodial fees, and internal fund fees.
Maximum advisory fees:
- Alpha, Beta, ABJ, Omega, Delta: 2.25%
- AA & VL: 1.50%
- Adviser-Directed: 1.35%
- FlexUMA: 2.25%
Third-Party Money Managers (TPMMs) charge fees ranging from 1.00% to 3.00%.
Location
18001 West Highway 105, Suite #108, Montgomery, TX, 77356
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2024Other Business ActivitiesSells Insurance
Chad sells fixed insurance products and annuities, dedicating minimal time to this activity during securities trading hours. He also serves as a notary public and owns several entities (Advisors Intuition LLC, McLane Agency, and McLane Asset Management LLC) primarily for operational and branding purposes, dedicating minimal time to each.
Employment History
Current Registrations
Centaurus Financial, INC.Broker
Centaurus Financial, INC.
Previous Registrations
USA Financial Securities Corporation
USA Financial Securities CorporationBroker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Fsc Securities CorporationBroker
Advantage Capital CorporationBroker
State Registrations25 states
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.