Chad Mullen
Chad Mullen is a registered investment advisor at Baytrust Wealth Management, LLC, based in Tampa, FL, with 4 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Asset management fees will not exceed an annual rate of 2.00%. Specific fees and terms are detailed in the advisory agreement.
Fee Estimator
Location
15316 N Florida Ave, Tampa, FL, 33613
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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 a licensed insurance agent and client service representative with Baytrust Financial since July 2024, selling life insurance and annuities. This takes about half of his time and occurs during trading hours.
Employment History
Current Registrations
Baytrust Wealth Management, LLC
Previous Registrations
Advisory Services Network
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
Kestra Investment Services, LLCBroker
Vanguard Marketing CorporationBroker
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.