Christopher Schreur is a registered investment advisor at Van Hulzen Financial Advisors, based in Folsom, CA, with 20 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Estate Planning, and 7 more. Their firm serves 1,499 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum fee is 1.50% for wealth management, equity, fixed income, and ERISA services, and 1.75% for asset allocation and model portfolios. Fees are negotiable based on account size and scope of services.
Fee Estimator
Location
Folsom, CA
Get directionsHistory
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 →Employment History
Current Registrations
Van Hulzen Financial Advisors
Previous Registrations
Bardin Financial Services
Carret and Company, LLC.
State Registrations1 state
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
More Advisors
- Jacob Florence, CFPLane Florence, LLC
- James Smalling, CFP
- Daniel Normoyle, ChFCState Farm Investment Management CORP.
- Charles Ho, CFPLegacy Builders Financial, LLC
- William Corley, CFPCorley Investment Management
- Brayden Cleland, CFPRiverpath Investments LLC