Chad Wotton is a CFP-designated registered investment advisor at Secure Asset Management, L.L.C., based in Bloomfield Hills, MI, with 8 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 4,714 clients with $890M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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Fee Structure
SAM offers investment management services where they manage your investments based on your goals and risk tolerance. SAM may also use trading signals from third-party money managers to make investment decisions. The annual fee for SAM's investment management is negotiable, with a maximum of 2% of the value of your investments, or 0.50% quarterly. When SAM utilizes trading signals from unaffiliated third-party money managers, SAM charges 0.750% annually, or 0.1875% quarterly. A portion of this fee is paid to the third-party manager, up to 0.50%.
Location
1668 South Telegraph Road, Bloomfield Hills, MI, 48302
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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 →Other Business ActivitiesSells Insurance
Chad is an insurance agent with Secure Investors Group, selling fixed insurance products, and spends minimal time on this. He also works with Titan Wealth Advisors, which is related to his investment services, and spends minimal time on this as well.
Employment History
Current Registrations
Secure Asset Management, L.L.C.
Previous Registrations
Gainplan LLC
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.