Christine Frantonius
Christine Frantonius is a registered investment advisor at Everett Wealth Solutions, INC, based in Forest Park, IL, with 25 years of industry experience. Christine 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 1 more. Their firm serves 69 clients with $39M 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 $1.5M | 1.25% |
| $1.5M - $3.0M | 1.15% |
| $3M+ | 0.90% |
Advisory fees may be negotiable on a client-by-client basis.
Fee Estimator
Location
407 Marengo Avenue, Forest Park, IL, 60130-1707
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Christine is the President and an independent insurance agent at Everett & Associates, Inc., an insurance brokerage offering various insurance products and fixed annuities. She also serves as President/Chairman of Everett Wealth Solutions, Inc., an affiliated Registered Investment Adviser, and supervises all activities of the firm, and is an Investment Adviser Representative at Abraham & Co., Inc.
Employment History
Current Registrations
Everett Wealth Solutions, INC
Previous Registrations
Abraham & CO., INC.
Questar Asset Management, INC.
Usallianz Securities, INC.
Usallianz Securities, INC.
Lincoln Financial Advisors Corporation
State Registrations1 state
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