Chad Gifford is a registered investment advisor at Gettings Busch Wealth Management, based in Kokomo, IN, 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 Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 7 more. Their firm serves 884 clients with $540M 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 | 1.15% |
Fees are based on a percentage of assets under management up to a maximum of 1.15% annually, billed monthly in arrears. Fees are negotiable.
Fee Estimator
Location
2705 S. Berkley Rd, Sutie 1B, Kokomo, IN, 46902
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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 Activities
Chad is a partner in Headline Reads Properties, LLC and CGBE Properties LLC, and an owner of Propellor Properties LLC, all real estate related. He spends minimal time on these activities, primarily handling some repair work for one property.
Employment History
Current Registrations
Gettings Busch Wealth Management
Previous Registrations
MML Investors Services, LLC
MML Investors 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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