Chad Golseth is a registered investment advisor at Chadwick Financial, based in Colleyville, TX, with 29 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. Their firm serves 167 clients with $61M 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 | 1.40% |
| $500K - $1000K | 1.30% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $3.0M | 1.10% |
| $3M+ | 1.00% |
Fees include sub-advisor fees, if applicable. Fees are negotiable in individual cases.
Fee Estimator
Location
6513 Colleyville Blvd., Suite 200, Colleyville, TX, 76034
Get directionsHistory
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 owns The Chad Golseth Agency, Inc. (DBA Chadwick Financial) where he sells insurance, dedicating about half his time. He is also involved with his wife's property and casualty insurance agency as a board member and conducts investment-related workshops and seminars, as well as working as an IAR for Retirement Wealth Advisors.
Employment History
Current Registrations
Chadwick Financial
Triad Wealth Partners, LLC
Previous Registrations
World Equity Group, INC.Broker
Taylor Capital Management INC.Broker
Brookstone Wealth Advisors, LLC
Global Financial Private Capital, LLC
G.F. Investment Services, LLCBroker
Allstate Financial Services, LLCBroker
Wachovia Securities, LLCBroker
Prudential Securities IncorporatedBroker
A. G. Edwards & Sons, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 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.