Christopher Oberholzer
Christopher Oberholzer is a CFP-designated registered investment advisor at Infinity Wealth Counsel, LLC, based in Loveland, OH, with 23 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 125 clients with $150M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable under certain circumstances. A $2,500 minimum annual fee applies.
Fee Estimator
Location
433 West Loveland Ave, Suite 100, Loveland, OH, 45140
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Christopher is the managing member of Fallenoak Properties, LLC, which is 100% owned by his IRA. He spends minimal time on this activity, as all management and repairs are performed by an outside contractor.
Employment History
Current Registrations
Infinity Wealth Counsel, LLC
Previous Registrations
Wealth Dimensions Group, LTD.
State Registrations2 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.
Exams
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