Chad Sapa
Advisor at CTS Consulting, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Chad Sapa is the sole advisor at CTS Consulting, LLC, an independent advisory firm based in Dilworth, MN. He holds a Series 65 designation and has 18 years of experience in financial advisory services. In addition to his advisory role, Sapa has served as Chief Financial Officer for Cass County Electric Cooperative, Inc. since 1991. CTS Consulting, LLC provides discretionary portfolio management and focused consulting to individual clients, including both non-high-net-worth and high-net-worth individuals. The firm integrates investment management with accounting and tax-planning services, offering personalized investment policies and a range of strategies tailored to client objectives.
Fee options
$0 - $500,000: 0.95% $500,001 - $2,000,000: 0.85% $2,000,001 - $4,000,000: 0.75% $4,000,001+: Negotiable
$125 per hour for consulting services
Account minimum: $52,625 Minimum fee: $500 minimum annual fee Fee-only: Investment management fees based on percentage of AUM with tiered schedule; consulting fees charged hourly
Location
Dilworth, MN
Most active in
Chad S has reported serving >5 clients in these states in the last 12 months.
Minnesota · North Dakota
Work history
CTS Consulting, LLC
2006 - Present (20 years)
Cass County Electric Cooperative, Inc.
1991 - Present (35 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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