CA
CA

Chad C Altadonna

11 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningInsurance PlanningTax PlanningEstate PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
69 advisors
Number of Clients
10,743 clients
Average Client Portfolio
$209K average
Assets Under Management
$2.2B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K2.00%
$250K - $500K1.50%
$500K - $1.0M1.25%
$1.0M - $3.0M1.00%
$3M+0.75%

Fee schedule can be negotiated on a case-by-case basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

226 W. Eldorado, Decatur, IL, 62522

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Ipi Wealth Management, INC.
January 2022 - Present · 4 yrs 1 mo
Investment Planners, INC.Broker
January 2022 - Present · 4 yrs 1 mo
Previous Registrations
Northwestern Mutual Investment Services,llc
December 2020 - January 2022 · 1 yr 1 mo
Northwestern Mutual Investment Services, LLCBroker
November 2020 - January 2022 · 1 yr 2 mos
Advice and Planning Services
November 2018 - November 2020 · 2 yrs
Tiaa-Cref Individual & Institutional Services, LLCBroker
November 2018 - November 2020 · 2 yrs
Raymond James Financial Services Advisors, INC
March 2017 - November 2018 · 1 yr 8 mos
Raymond James Financial Services, INC.Broker
January 2017 - November 2018 · 1 yr 10 mos
Brokers International Financial Services, LLC.Broker
May 2016 - December 2016 · 7 mos
Country Capital Management CompanyBroker
October 2013 - February 2016 · 2 yrs 4 mos
State Registrations34 states
ALARAZCACOCTFLGAIAILINKYLAMDMIMONCNDNJNMNVNYOHOKORPASCTNTXUTVAWAWIWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Chad C Altadonna - Financial Advisor | TrueAdvisor