Chad Glover is a CFP-designated registered investment advisor at Seneschal Family Office, based in Tacoma, WA, with 5 years of industry experience. Chad 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, High Net Worth, and 4 more. Their firm serves 227 clients with $300M 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 | 0.90% |
Standard Wealth Management fee is 0.90% annually. Comprehensive Wealth Management charges 0.35% plus a fixed fee starting at $15,000. Family Office Services charges 0.25% plus a fixed fee starting at $25,000. Fees are negotiable.
Fee Estimator
Location
2323 N. 30th Street, Suite 200, Tacoma, WA, 98403
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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 →Employment History
Current Registrations
Seneschal Family Office
Previous Registrations
Key Investment Services LLCBroker
Key Investment Services LLCBroker
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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