Chad Lawyer is a CFP-designated registered investment advisor at Life Strategy Partners, based in Tucson, AZ, with 5 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, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25.0M - $50.0M | 0.30% |
| $50.0M - $100.0M | 0.25% |
| $100M+ | 0.20% |
Fees are negotiable. For clients who do not meet the $500,000 minimum, a Hybrid Pricing Model is offered: 0.30% annual investment management fee plus a $300 monthly financial planning fee. The fee for the outside manager is included in the Annual Advisory Fee, with no additional cost for the client.
Fee Estimator
Contact
Chad Lawyer
Location
6340 N. Campbell Ave., Suite 270, Tucson, AZ, 85718
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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 Activities
Chad is the founder and Chief Educational Officer of YRB Educational, an online platform offering retirement planning courses, since July 2024. This takes about 10-20% of Chad's time.
Employment History
Current Registrations
Life Strategy Partners
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Life Strategy Partners
Tci Wealth Advisors, INC.
Cavu Wealth Advisors
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.
Exams