Christopher Lein
Christopher Lein is a registered investment advisor at Thepartners Wealth Management, based in Ponte Vedra Beach, FL, with 22 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 5,276 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ThePARTNERS charges an annual fee based on the value of your investments. This fee can be up to 2.99%, depending on the amount you invest, the complexity of services, and your overall relationship with ThePARTNERS. You may also pay a platform fee of up to 0.25% annually for wrap fee program accounts, covering transaction fees and reporting. Additional fees may apply for third-party model providers or outside managers, potentially reaching up to 1% annually.
Location
234 Canal Blvd, Suite 2, Ponte Vedra Beach, FL, 32082
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Regulatory History (1)
Customer Dispute
January 2020Other Business ActivitiesSells Insurance
Christopher is a financial advisor and branch manager at The Partners Wealth Management d/b/a Ocean Pointe Financial Services Group, dedicating full-time hours. He also works as an agent providing fixed insurance advice and operates Coastal Collegiate Baseball League LLC, spending a few hours per week on each.
Employment History
Current Registrations
Thepartners Wealth Management
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Thepartners Wealth Management
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
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.