Christopher Maggard
Christopher Maggard is a registered investment advisor at Fifth Third Securities, INC., based in Sterling Heights, MI, 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 Investment Management. Their firm serves 43,031 clients with $9.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.80% |
Fees are negotiable. In the Passageway One Program, if the client selects to receive the Tax Overlay Service, this optional service has an additional fee on top of the Passageway Program Standard Fee Schedule.
Fee Estimator
Location
11555 16 Mile, Sterling Heights, MI, 48312
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Regulatory History (1)
Customer Dispute
June 2022Employment History
Current Registrations
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Previous Registrations
Leonard & CompanyBroker
Morgan Stanley Dw INC.Broker
Bentley-Lawrence Securities, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.