Bryce Chastain is a CFP-designated registered investment advisor at Cfo4life, based in Coppell, TX, with 12 years of industry experience. Bryce is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 1,015 clients with $1.9B 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 | 1.50% |
Management fee ranges from 1.00% to 1.50% per annum. Certain grandfathered accounts are subject to breakpoint fee schedules.
Fee Estimator
Location
735 Plaza Boulevard, Suite 100, Coppell, TX, 75019
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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 Activities
Bryce provides tax and business consulting services through LMBC II, dedicating nearly full-time hours to this activity. He also works as a tax planning associate for CFO4LIFE Group, LLC and as a registered assistant for Ausdal Financial Partners, Inc.
Employment History
Current Registrations
Cfo4life
Ausdal Financial Partners, INC.Broker
Previous Registrations
Cfo4life, L.P.
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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