CR
CR

Christopher Rush

30 Years of Experience
Alexandria, VA
Broker

Christopher Rush is a registered investment advisor at Wells Fargo Advisors, based in Alexandria, VA, with 30 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B

Fee Structure

Minimum Investment:$250K
  • Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.

The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.

One-Time Plan:Up to $25,000
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Location

1900 Duke St Ste 100, Alexandria, VA, 22314

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Christopher owns Capital Area Treasures, a business that locates buyers for liquidated items, dedicating about 10-20% of his time. He also has power of attorney for his mother, which requires minimal time.

Employment History
Current Registrations
Wells Fargo Advisors
September 2011 - Present · 14 yrs 10 mos
Wells Fargo Clearing Services, LLC
July 2011 - Present · 15 yrs
Wells Fargo Clearing Services, LLCBroker
July 2011 - Present · 15 yrs
Previous Registrations
Wells Fargo Advisors, LLC
July 2011 - August 2011 · 1 mo
Wells Fargo Advisors Financial Network, LLCBroker
January 2006 - July 2011 · 5 yrs 6 mos
Wells Fargo Advisors Financial Network, LLC
January 2006 - July 2011 · 5 yrs 6 mos
Hibernia Investments, L.L.C.Broker
August 2005 - January 2006 · 5 mos
Wachovia Securities, LLC
January 2005 - August 2005 · 7 mos
Wachovia Securities, LLCBroker
July 2004 - August 2005 · 1 yr 1 mo
Wachovia Securities, LLC
July 2004 - December 2004 · 5 mos
First Clearing, LLCBroker
April 2001 - July 2004 · 3 yrs 3 mos
Dean Witter Reynolds INC.Broker
July 1997 - August 2000 · 3 yrs 1 mo
American Express Financial Advisors INC.Broker
March 1997 - May 1997 · 2 mos
Ids Life Insurance CompanyBroker
March 1997 - May 1997 · 2 mos
Olde Discount CorporationBroker
September 1994 - November 1996 · 2 yrs 2 mos
Thomas James Associates, INC.Broker
May 1994 - August 1994 · 3 mos
F.N. Wolf & CO., INC.Broker
January 1994 - June 1994 · 5 mos
State Registrations4 states
MAMDNYVA
AdvisorBrokerBoth

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
No exam information available for this advisor.