CR
CR
Christopher Roetth
30 Years of Experience
Boxford, MA
2 Disclosures
Christopher Roetth is a registered investment advisor at Account Management, LLC, based in Boxford, MA, with 30 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 17 clients with $110M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
17 clients
Average Client Portfolio
$6.2M average
Assets Under Management
$106.2M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiated with each client on a case-by-case basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Boxford, MA
Get directionsHistory
Regulatory History (2)
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Regulatory
July 2019Final
Regulatory
January 2018Final
Employment History
Current Registrations
Account Management, LLC
July 2006 - Present · 19 yrs 10 mos
Previous Registrations
Deutsche Bank Securities INC.Broker
June 1999 - October 1999 · 4 mos
Bt Alex. Brown IncorporatedBroker
September 1997 - June 1999 · 1 yr 9 mos
Alex. Brown & Sons IncorporatedBroker
November 1988 - September 1997 · 8 yrs 10 mos
State Registrations2 states
MAWA
Advisor
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.
Exams
No exam information available for this advisor.