Chad Wotton
Chad Wotton is a CFP-designated registered investment advisor at Secure Asset Management, L.L.C., based in Bloomfield Hills, MI, with 9 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 2,877 clients with $870M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is 2% of assets under management. Fees are negotiable.
Fee Estimator
Location
1668 South Telegraph Road, Bloomfield Hills, MI, 48302
Get directionsHistory
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 is an insurance agent with Secure Investors Group, selling fixed insurance products, and spends minimal time on this. He also works with Titan Wealth Advisors, which is related to his investment services, and spends minimal time on this as well.
Employment History
Current Registrations
Secure Asset Management, L.L.C.
Previous Registrations
Gainplan LLC
State Registrations1 state
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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