Chad Lea is a registered investment advisor at Strategic Wealth Group, based in Eden Prairie, MN, with 28 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, and 1 more. Their firm serves 3,557 clients with $1.5B 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 $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Annual fee may be negotiable based upon certain criteria.
Fee Estimator
Location
7820 Terrey Pine Ct, #200, Eden Prairie, MN, 55347
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2009Other Business Activities
Chad operates under several DBAs and entities related to investment advisory services, including Strategic Wealth Group and Running Wealth Management Group. He also works as a client relations specialist for Strategic Tax Group, dedicating minimal time to this role.
Employment History
Current Registrations
Strategic Wealth Group
LPL Financial LLCBroker
Previous Registrations
Fbl Marketing Services, LLCBroker
Riversource Distributors, INC.Broker
Thrivent Investment Management INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Thrivent Investment Management INC.Broker
State Registrations8 states
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.