Christopher Wright
Christopher Wright is a registered investment advisor at Charles Schwab & CO., INC., based in Grand Rapids, MI, with 32 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
4300 Cascade Road SE, Suite 101, Grand Rapids, MI, 49546
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2024Customer Dispute
March 2009Other Business Activities
Christopher is a finance committee member for St. James Parish, a nonprofit charitable organization, since 2015. He helps the church prudently utilize their annual budget, dedicating about 10-20% of his time to this voluntary, non-investment related position.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Morgan Stanley Dw INC.Broker
Securian Financial Services, INC.Broker
Wachovia Securities, INC.
Wachovia Securities, INC.Broker
Wachovia Securities, INC.Broker
Painewebber IncorporatedBroker
Olde Discount CorporationBroker
Prudential Securities IncorporatedBroker
Prudential Securities IncorporatedBroker
F.N. Wolf & CO., INC.Broker
State Registrations24 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.