Christopher Forte
Christopher Forte is a registered investment advisor at Integrated Investment Consultants, LLC, based in Bloomfield Hills, MI, with 36 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 2 more. Their firm serves 224 clients with $770M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $15.0M | 0.50% |
| $15.0M - $40.0M | 0.35% |
| $40M+ | 0.35% |
Integrated may negotiate a separate rate for asset management services provided with respect to certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.).
Fee Estimator
Location
40950 Woodward Ave., Suite 350, Bloomfield Hills, MI, 48304
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2002Other Business Activities
Christopher serves as a trustee for his mother-in-law, an investment-related activity. This requires minimal time.
Employment History
Current Registrations
Integrated Investment Consultants, LLC
Previous Registrations
Wells Fargo Advisors, LLC
Prudential Securities Incorporated
State Registrations1 state
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.