Chad Clary is a registered investment advisor at Americana Partners, LLC, based in Midland, TX, with 27 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,455 clients with $6.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Americana Partners charges an annual investment management fee based on the amount of assets managed. The fee varies up to 2.00% depending on the size and composition of your portfolio and the services rendered. The fee is billed quarterly in advance. The management fee is negotiable depending on individual client circumstances. For certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.), Americana Partners may negotiate a different fee rate.
Location
6 Desta Drive, Suite 5950, Midland, TX, 79705
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Chad is a member of SCRE Holdings LLC, a real estate investment company, dedicating a few hours per week to managing and maintaining properties. He also manages CK4 Holdings DBA ChadandKay Coaching, providing mindset coaching and mentoring for minimal time each month.
Employment History
Current Registrations
Americana Partners, LLC
Previous Registrations
Syntal Capital Partners, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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.