Thaddeus Schlaud
Thaddeus Schlaud is a CFP-designated registered investment advisor at Secure Asset Management, L.L.C., based in Bloomfield Hills, MI, with 13 years of industry experience. Thaddeus 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 4,714 clients with $890M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SAM offers investment management services where they manage your investments based on your goals and risk tolerance. SAM may also use trading signals from third-party money managers to make investment decisions. The annual fee for SAM's investment management is negotiable, with a maximum of 2% of the value of your investments, or 0.50% quarterly. When SAM utilizes trading signals from unaffiliated third-party money managers, SAM charges 0.750% annually, or 0.1875% quarterly. A portion of this fee is paid to the third-party manager, up to 0.50%.
Location
1668 South Telegraph Road, Bloomfield Hills, MI, 48302
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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
Thaddeus is an insurance agent with Secure Investors Group, spending minimal time on fixed insurance products. He also operates under Titan Wealth Advisors for investment-related services and owns Clarkston Party Rental, dedicating a few hours per week to it.
Employment History
Current Registrations
Secure Asset Management, L.L.C.
Previous Registrations
Gainplan LLC
Edward Jones
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.