Chad Whiteley is a CFA-designated registered investment advisor at Sierra Summit Advisors LLC, based in Incline Village, NV, with 3 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 158 clients with $780M 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 $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees may be negotiable depending on the size of the account, type of account, the level of client service required, and other factors.
Fee Estimator
Location
Incline Village, NV
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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
Sierra Summit Advisors LLC
Previous Registrations
Innovis Asset Management LLC
State Registrations1 state
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