Chad Langevin
Chad Langevin is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in West Hartford, CT, with 15 years of industry experience. Chad is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B 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 $750K | 2.25% |
| $750K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.
Fee Estimator
Location
12 North Main Street, Suite 102, West Hartford, CT, 06107
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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 ActivitiesSells Insurance
Chad sells fixed insurance under the name 'CIG Private Wealth Management' and dedicates about 10-20% of his time to it. He is also the owner of Sonder Financial Partners, LLC and co-owner of KPCL, LLC, both established to facilitate securities, advisory, and insurance business, dedicating full-time hours to each.
Employment History
Current Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Previous Registrations
Tiaa-Cref Individual & Institutional Services, LLCBroker
Advice and Planning Services
Santander Securities
Santander Securities LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations5 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.
Exams
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