CA
CA

Christopher Autry

31 Years of Experience
Dunwoody, GA
3 DisclosuresBroker

Christopher Autry is a registered investment advisor at Strategic Advisers LLC, based in Dunwoody, GA, with 31 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,031,770 clients with $1100B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17027 advisors
Number of Clients
2,031,770 clients
Average Client Portfolio
$525K average
Assets Under Management
$1067.7B

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.10%
$1.0M - $2.0M0.90%
$2.0M - $5.0M0.70%
$5M+0.50%

Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

127 Perimeter Center West, Dunwoody, GA, 30346-1223

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2011
Denied
Customer Dispute
September 2009
Denied
Criminal
October 1995
Final Disposition
Employment History
Current Registrations
Strategic Advisers LLC
March 2025 - Present · 1 yr 2 mos
Fidelity Brokerage Services LLC
December 2024 - Present · 1 yr 5 mos
Fidelity Brokerage Services LLCBroker
December 2024 - Present · 1 yr 5 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
December 2024 - March 2025 · 3 mos
Charles Schwab & CO., INC.
March 2022 - November 2024 · 2 yrs 8 mos
Charles Schwab & CO., INC.Broker
January 2022 - November 2024 · 2 yrs 10 mos
TD Ameritrade Investment Management, LLC
December 2008 - September 2023 · 14 yrs 9 mos
TD Ameritrade, INC.
July 2008 - October 2022 · 14 yrs 3 mos
Amerivest Investment Management, LLC
August 2006 - July 2008 · 1 yr 11 mos
TD Ameritrade, INC.
August 2006 - July 2008 · 1 yr 11 mos
TD Ameritrade, INC.Broker
July 2006 - May 2024 · 17 yrs 10 mos
Wachovia Securities Financial Network, LLCBroker
April 2001 - August 2003 · 2 yrs 4 mos
Josephthal & CO., INC.Broker
December 1998 - April 2001 · 2 yrs 4 mos
Jw Charles Securities,inc.Broker
February 1996 - August 1997 · 1 yr 6 mos
First Colonial Securities Group, INC.Broker
August 1994 - February 1996 · 1 yr 6 mos
Painewebber IncorporatedBroker
December 1993 - August 1994 · 8 mos
Josephthal Lyon & Ross IncorporatedBroker
May 1991 - December 1993 · 2 yrs 7 mos
J. W. Gant & Associates, INC.Broker
March 1990 - May 1991 · 1 yr 2 mos
State Registrations12 states
ALAZFLGAKYNCNJNYPRSCTNTX
AdvisorBrokerBoth

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.
Christopher Autry - Financial Advisor | TrueAdvisor