Chad Vergason
Chad Vergason is a CFP-designated registered investment advisor at Siler Wealth Management, based in Longwood, FL, with 7 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, Investment Management, Retirement Planning. Their firm serves 647 clients with $170M 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 | 1.85% |
| $250K - $500K | 1.60% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 0.90% |
| $3M+ | 0.75% |
Advisory fees are negotiable at the advisor’s discretion. For ongoing Estate Planning support, an additional 0.15% to 0.25% may be added to the annual management fee schedule.
Fee Estimator
Location
100 Crown Oak Centre Drive, Longwood, FL, 32750
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 ActivitiesSells Insurance
Chad is a board member of the National Association of Insurance and Financial Advisors, dedicating minimal time. He is also a licensed insurance agent with SFG, LLC, selling life and fixed insurance, which takes a few hours per week.
Employment History
Current Registrations
Siler Wealth Management
Previous Registrations
International Assets Advisory, LLCBroker
Principal Securities, INC.
Principal Securities, INC.Broker
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.