Chad Michaels
Chad Michaels is a CFP-designated registered investment advisor at Spyrnal Financial Group, based in Bokeelia, FL, with 11 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 376 clients with $120M 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 $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Advisory fees are negotiable at the Advisor’s discretion.
Fee Estimator
Location
5524 Avenue A, Bokeelia, FL, 33922
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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 is an insurance agent at Spyrnal & Associates, Inc. since 2019, dedicating about half of his time to meeting with clients, processing paperwork, and running proposals. He is also a registered agent and manager of Michaels Advisory, LLC, an entity for record-keeping and tax purposes.
Employment History
Current Registrations
Spyrnal Financial Group
Previous Registrations
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations3 states
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