Chase Poulson is a registered investment advisor at Kaydan Wealth Management, INC., based in Fenton, MI. Chase operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 1,098 clients with $730M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kaydan Wealth Management offers investment management services as part of their wealth management service or separately. For investment-only portfolio management (Portfolio Edge), they charge a flat annual fee ranging from 0.70% to 0.85%, billed quarterly.
Location
329 W. Silver Lake Rd., Fenton, MI, 48430
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Kaydan Wealth Management, INC.
State Registrations1 state
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