Chad Peterson is a CFP-designated registered investment advisor at Valmark Advisers, INC., based in Rice Lake, WI, with 6 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 1 more. Their firm serves 14,890 clients with $10B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Valmark Advisers offers investment management through several programs, including Valmark ACCESS and ACCESS Direct.
Valmark ACCESS:
- Fees are calculated as a percentage of your account's assets and are negotiated between you and your advisor, but will not exceed:
- 1.95% annually for accounts less than $1,000,000
- 1.75% annually for accounts between $1,000,001 and $2,000,000
- 1.50% annually for accounts above $2,000,001
- A minimum investment of $50,000 is generally required.
ACCESS Direct:
- This program provides access to third-party managers, fee-based annuities, and fee-based variable life insurance contracts. Fees vary depending on the specific solution chosen.
- American Funds F-2 Direct Program: Fees are 1% of the account value annually.
- Fee-Based Variable Annuity Program: Fees will not exceed 1.5% of the contract's cash value annually.
- Fee-Based Variable Life Insurance Fees: Fees will not exceed 1.5% of the contract's cash value annually.
Select Manager Programs:
- Fees are calculated as a percentage of your account's assets and are negotiated between you and your advisor, but will not exceed:
- 1.95% annually for accounts between $50,000 and $1,000,000
- 1.75% annually for accounts between $1,000,001 and $2,000,000
- 1.50% annually for accounts above $2,000,001
- A minimum investment of $100,000 is generally required.
Location
738 N Wilson Ave, Rice Lake, WI, 54868
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Chad is a financial planning specialist at Business and Estate Advisers of WI, Inc., dedicating about a quarter of his time. He also owns a portion of B&E WI Real Estate Holdings, LLC, which owns the building his firm occupies, and serves as Vice President of the Rice Lake Area Scholarship Foundation, both requiring minimal time.
Employment History
Current Registrations
Valmark Advisers, INC.
Valmark Securities, INC.Broker
Previous Registrations
Wipfli Financial Advisors, LLC
State Registrations4 states
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