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Chad Aaron Simon

Managed Asset Portfolios, LLC

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About Chad Aaron Simon

Chad Aaron Simon is a financial advisor with over 15 years of experience in the financial industry. Chad has a wide range of experience in the investment industry, including working as a Financial Advisor, and as a Senior Vice President at Managed Asset Portfolios, LLC. Chad holds Series 63, Series 65, Series 7 and Series 6TO licenses. Chad has a long history of working with clients to develop and implement personalized financial plans. Chad has a strong commitment to providing his clients with the highest quality of service.

Firm Information

Chad Simon is currently registered with Managed Asset Portfolios, LLC. Managed Asset Portfolios, LLC is an investment advisor headquartered in Rochester, MI. The firm provides a range of advisory services, including portfolio management for individuals, businesses, investment companies, pooled investment vehicles, and trusts. They also offer pension consulting and model portfolio management services. Managed Asset Portfolios, LLC manages over $1 billion in assets for a diverse client base, including individuals, corporations, and investment companies. The firm has a team of 18 investment advisor representatives and 5 registered representatives.
Managed Asset Portfolios, LLC

950 W. UNIVERSITY, SUITE 100

ROCHESTER, MI 48307

$1.09B

Assets Under Management

608

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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portfolio management for trusts and offshore vehicles; model

Portfolio management for trusts and offshore vehicles; model

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Chad Simon’s Registration & Firm History

MI

07/29/2019 - Present

Managed Asset Portfolios, LLC (ROCHESTER MI)

IL

02/15/2006 - 11/26/2007

TRANSMARKET GROUP L.L.C. (CHICAGO IL)

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Licenses & Designations

BC

Issued 05/27/2022

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 06/21/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/07/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/17/2022

SIE - Securities Industry Essentials Examination

BC

Issued 02/14/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Chad Aaron Simon.
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