Chad Lawyer is a CFP-designated registered investment advisor at Life Strategy Partners, based in Tucson, AZ, with 6 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Business Owners, Charitable Giving, Education Planning, and 9 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25.0M - $50.0M | 0.30% |
| $50.0M - $100.0M | 0.25% |
| $100M+ | 0.20% |
Standard pricing model applies to accounts with $500,000 or more. Accounts under $500,000 use a hybrid model charging 0.30% on assets plus a $300 monthly planning fee. Fees are negotiable.
Fee Estimator
Contact
Chad Lawyer
Location
6340 N. Campbell Ave., Suite 270, Tucson, AZ, 85718
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 Activities
Chad is the founder and Chief Educational Officer of YRB Educational, an online platform offering retirement planning courses, since July 2024. This takes about 10-20% of Chad's time.
Employment History
Current Registrations
Life Strategy Partners
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Life Strategy Partners
Tci Wealth Advisors, INC.
Cavu Wealth Advisors
State Registrations2 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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