Christopher Portner
Christopher Portner is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Hunt Valley, MD, with 35 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
307 International Circle, Suite 390, Hunt Valley, MD, 21030
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Regulatory History (1)
Customer Dispute
October 2008Other Business ActivitiesSells Insurance
Christopher is an insurance agent offering various insurance products, dedicating full-time hours to this role. He also works as a Notary Public, spending minimal time on this activity, and performs administrative duties for Models Etc. Inc. for a few hours per week.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
Psa Financial Advisors INC
Psa Equities, INC.Broker
Peremel & CO., INC.Broker
Olde Discount CorporationBroker
Lehman Brothers INC.Broker
Blinder, Robinson & CO., INC.Broker
State Registrations14 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.