Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
10 advisors
Number of Clients
1,395 clients
Average Client Portfolio
$226K average
Assets Under Management
$315.0M

Fee Structure

Minimum Investment:$50K
Financial Plan Fee:$2,000
Hourly Rate:$200/hr

Slagle Financial charges an annual fee based on a percentage of assets under management. For financial planning, a fixed fee of $2,000 is charged for a total package including retirement planning, review of financial statements, and a personalized confidential proposal. Individual services are also available: Retirement Planning - $1,000, Income Planning - $500, Distribution Planning - $500. The hourly rate for financial planning services is $200. A minimum account size of $50,000 is required, but may be waived at the firm's discretion.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance Planning
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Advisor Information

Office location

419 St. Louis Street, Edwardsville, IL, 62025

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Regulatory History (1)
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Regulatory
November 2015
Final
Other Business ActivitiesSells Insurance

Chad is an independent insurance agent representing various companies. He is also a partner in Best Practices, LLC, a consulting business, dedicating minimal time to this role.

Employment History
Current Registrations
Slagle Financial, LLC.
May 2009 - Present · 16 yrs 8 mos
Previous Registrations
Brookstone Capital Management LLC
January 2010 - February 2010 · 1 mo
Midamerica Financial Services, INC.Broker
February 2009 - November 2010 · 1 yr 9 mos
Brookstone Capital Management LLC
December 2006 - October 2009 · 2 yrs 10 mos
Kalos Management
July 2006 - December 2006 · 5 mos
Kalos Capital, INC.Broker
February 2006 - December 2006 · 10 mos
Walnut Street Securities, INC.Broker
January 2004 - February 2006 · 2 yrs 1 mo
State Registrations4 states
FLILMOTX
Advisor
Exams
No exam information available for this advisor.