Chad Loveland
Chad Loveland is a registered investment advisor at Aspen Capital Management LLC, based in Saint George, UT, 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 Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 243 clients with $41M 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 | 1.80% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $3.0M | 1.00% |
| $3M+ | 0.80% |
Fee Estimator
Location
1173 South 250 West, Suite#105, Saint George, UT, 84770
Get directionsHistory
Regulatory History (2)
Regulatory
January 2023Regulatory
March 2018Other Business ActivitiesSells Insurance
Chad may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. He also has real estate investments in Taylor, AZ and St. George, UT, dedicating minimal time to the latter.
Employment History
Current Registrations
Aspen Capital Management LLC
Previous Registrations
My Investment Advisor, INC.
Girard Securities, INC.Broker
Northwestern Mutual Investment Services,llc
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment 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.