Chad Bunnell
Chad Bunnell is a registered investment advisor at Img Wealth Management, INC., based in Jacksonville, FL, 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 710 clients with $210M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.50% |
IMG's annual fee may be negotiable based on a number of factors. When using Sub-Advisors, the Client will pay additional fees up to 0.75% annually.
Fee Estimator
Location
8771 Perimeter Park Ct., Suite 102, Jacksonville, FL, 32216
Get directionsHistory
Regulatory History (1)
Financial
June 2017Other Business ActivitiesSells Insurance
Chad is a registered representative with Madison Avenue Securities and an investment advisor representative with IMG Wealth Management, dedicating full-time hours to each. He is also a trustee, sole proprietor for insurance, assists a swim team, owns KLB Financial Group LLC, and is a financial advisor for Investment Management Group, LLC.
Employment History
Current Registrations
Img Wealth Management, INC.
Madison Avenue Securities, LLCBroker
Previous Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
LPL Financial LLCBroker
USA Financial Securities CorporationBroker
Hornor, Townsend & Kent, INC.Broker
First Allied Securities, INC.Broker
Transamerica Financial Advisors, INCBroker
Nylife Securities LLCBroker
Wachovia Securities, LLCBroker
State Registrations6 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.