Christopher Poch is a registered investment advisor at Promethium, based in Bethesda, MD, with 38 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 90 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Promethium Advisors charges an annual management fee for investment management services, including financial planning, based on the total value of assets in your account. The annual fee can range up to 1% and is charged monthly in advance. Fees can be structured as a fixed percentage, a fixed dollar amount, or a tiered fee schedule. A minimum annual fee may apply.
Location
7272 Wisconsin Ave, 10-105, Bethesda, MD, 20814
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Christopher is involved with Purpose Advisors, LLC as an executive coach, and is a finance committee member for the Society of the Sacred Heart. He also authors books related to investments, dedicating minimal time to each activity.
Employment History
Current Registrations
Promethium
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Bessemer Investor Services, INC.Broker
Purpose Advisors, LLC
LPL Financial CorporationBroker
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
E. F. Hutton & Company INCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Pruco Securities CorporationBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.