Chad Schiel
Chad Schiel is a registered investment advisor at Independent Financial Group, LLC, based in SAN Juan Capistrano, CA, with 16 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
30448 Rancho Viejo Road, Suite 180, SAN Juan Capistrano, CA, 92675
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2021Other Business ActivitiesSells Insurance
Chad is a California insurance agent offering various types of insurance products, dedicating a few hours per week. He also owns Schiel Wealth Management (DBA for marketing) and Emergy Fly Fishing Specialties.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations19 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.