Chad Rose is a registered investment advisor at Olympus Capital, LLC, based in Richardson, TX, 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 Business Owners, Divorce Planning, Education Planning, Investment Management, and 1 more. Their firm serves 73 clients with $43M 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 $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable. The above fee schedule applies to both retail investors and Pension / Retirement Plan Consulting services.
Fee Estimator
Location
3400 North Central Expressway, Suite 110-259, Richardson, TX, 75080
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 a non-functioning secretary for Rose Management Inc., a family-run organization, since 2011. He is also a non-participating partner in Rose Management and Rose Capital Advisors, dedicating minimal time and receiving no compensation from these activities.
Employment History
Current Registrations
Olympus Capital, LLC
Previous Registrations
La Capital Wealth Management
Simplicity Wealth
Wealth Watch Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.