Christopher Cotterell
Christopher Cotterell is a registered investment advisor at Wealthcare Advisory Partners LLC, based in Winchester, VA, with 28 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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 9,142 clients with $6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WCAP offers investment management services where fees are based on a percentage of the assets they manage. The specific percentage can be up to 1.85% annually, depending on factors like the types of investments, the size of your account, and any special reporting or restrictions. Fees are generally paid quarterly, in advance. WCAP may offer discounted rates to employees, their families, and very high net worth clients. If WCAP uses independent managers, your overall fees will include WCAP's fee plus the manager's fees. WCAP also offers a wrap fee program where transaction costs are included in the overall advisory fee.
Location
355 Westside Station Dr, Winchester, VA, 22601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Christopher is a managing partner of Water Street Financial, a DBA name for Wealthcare Advisory Partners and LPL Financial, dedicating full-time hours. He also provides investment advisory services through Wealthcare Advisory Partners LLC and Water Street Financial, spending about half his time on the latter.
Employment History
Current Registrations
Wealthcare Advisory Partners LLC
LPL Financial LLCBroker
Previous Registrations
Water Street Financial LLC
Wealthcare Advisory Partners LLC
Infinex Investments, INC.
Infinex Investments, INC.Broker
Bi Investments, LLCBroker
Bi Investments, LLC
American General Securities Incorporated
American General Securities IncorporatedBroker
TD Waterhouse Investor Services, INC.Broker
Raike Financial Group INC.Broker
Sunpoint Securities, INC.Broker
State Registrations12 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.