Advisor at The Freedom Experience, Inc.
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.
Firm
The Freedom Experience, Inc.
Location
Fletcher, OH
Credentials
Series 63, Series 65
Industry experience
20 years
Chad Tennant is a financial advisor with The Freedom Experience, Inc., holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked at TWAMS Financial Planning, LLC, Landmark Investment Group, and Summit Wealth Management. Outside of his advisory role, Tennant manages a professional liaison management services business that oversees contractor performance. The Freedom Experience is an independent wealth management firm serving individual households, charitable organizations, trusts, and estates. The firm manages approximately $20 million in client assets, focusing on discretionary investment management and comprehensive wealth planning with a mix of domestic and international securities, ETFs, and REITs.
Based on The Freedom Experience, Inc.
Based on The Freedom Experience, Inc.
Fixed flat fees ranging from $10,000 to $36,000 annually for investment management depending on assets and services; TAMP flat fee example $6,000 per client household
Account minimum: $500,000 per household or family relationship for individual investment management accounts; no minimum for charitable organizations, trusts, estates, or financial planning services clients Minimum fee: Minimum annual fee of $10,000 to open and maintain individual investment management accounts Fee-only: Financial planning services fees range from $6,000 to $12,500 per engagement
Fletcher, OH
Ohio
TWAMS Financial Planning, LLC
2018 - Present (8 years)
Landmark Investment Group
2008 - Present (18 years)
Summit Wealth Management
2006 - Present (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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FIFTH THIRD SECURITIES, Inc.
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Sidney, OH
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
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