Christopher
Madel

Chadds Ford Wealth Partners, LLC

CRD#1094979
Investment Advisor
in Lebanon, KY

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About this Advisor

Christopher Madel is a chartered financial analyst working out of Lebanon, Kentucky with 4 years of relevant experience. Madel currently works for Chadds Ford Wealth Partners, LLC. During their career, the advisor has held roles at Wilmington Trust Company, Chadds Ford Wealth Partners, LLC and Retired. Madel maintains a Series 63 license, designating them as a securities broker, and is approved to advise clients in Kentucky and Pennsylvania. Chadds Ford Wealth Partners, LLC is a registered investment firm that has its headquarters in Chadds Ford, PA. It has just two people on staff. It oversees $1 billion in assets between its 172 client accounts, placing it among the bigger firms in the United States by assets under management. The firm provides services to five charitable organizations. Of its 172 client accounts, 78% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm provides a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees largely vary depending on the type of services offered. However, fees billed by Chadds Ford Wealth Partners, LLC can include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Lebanon, KY

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Chadds Ford Wealth Partners, LLC Brokerage Details

Total Assets Under Management

$1,004,773,634

KY Average: $15,833,994,310
Total Number of Employees

2

KY Average: 41
Total Number of Accounts

172

KY Average: 3,342
Average Account Size

$5,841,707

KY Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Christopher Madel Work History

Christopher has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Chadds Ford Wealth Partners, LLC

2017 - 2019 (2 years)

Retired

1998 - 2017 (19 years)

Wilmington Trust Company

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Christopher Madel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Chadds Ford Wealth Partners, LLC

William Kreicker
Chadds Ford, PA
Christopher Madel
Lebanon, KY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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