Chad Peter Barrios

Foguth Wealth Management, LLC.

18 Years of Experience

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Firm Information

Foguth Wealth Management, LLC.

Compensation

Fee-Only (AUM)

Number of Advisors

32 advisors

Number of Clients

1,563 clients

Average Client Portfolio

$281K average

Assets Under Management

$439.6M

Fee Structure

Financial Planning:Included in AUM fee

Financial Plan Fee:$100 - $25,000

Hourly Rate:$100 - $300/hr

Investment management fees are negotiable, ranging from 0.50% to 2.00% annually based on portfolio composition and services selected. Fees are billed monthly in advance. Financial planning services are included in the AUM fee. Qualified plan consulting fees range from 0.05% to 0.75% of plan assets. Hourly rates for project-based services range from $100 to $300 per hour, and flat fees range from $100 to $25,000.

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Advisor Information

Office location

8283 Hayden Rd., Ste 100, Scottsdale, AZ, 85258

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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.