Christopher Buck is a registered investment advisor at Harvester Wealth, LLC, based in Dallas, TX, with 33 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 43 clients with $55M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Harvester Wealth manages investments for a quarterly fee based on the value of your portfolio, ranging from 0.50% to 1.50% per year. There is generally a $75,000 minimum annual fee, which may be waived. Fees are calculated based on all assets managed by Harvester Wealth. The fees do not include brokerage or custody fees.
Location
6301 Gaston Avenue, Suite 1417, Dallas, TX, 75214
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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.
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Christopher serves as the CEO of DEA Wealth, LLC, which provides consulting services to ETF issuers and index providers. This activity takes about a quarter of Christopher's time.
Employment History
Current Registrations
Harvester Wealth, LLC
Previous Registrations
Foreside Fund Services, LLCBroker
Robo Global Capital Management, LLC
Blackrock Investments, LLCBroker
Blackrock Fund Distribution CompanyBroker
Blackrock Execution ServicesBroker
Capital Institutional Services, INC.Broker
UBS Securities LLCBroker
Capital Institutional Services, INC.Broker
Kidder, Peabody & CO. IncorporatedBroker
Shearson Lehman Hutton INC.Broker
Prudential-Bache Securities INC.Broker
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.