CB
CFP
CB
CFP

Christopher Brewster

13 Years of Experience
Columbus, OH
1 Disclosure

Christopher Brewster is a CFP-designated registered investment advisor at Ggm Financial LLC, based in Columbus, OH, with 13 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 395 clients with $430M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
395 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$425.7M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.15%
$1.0M - $3.0M0.85%
$3M+0.65%

Fees are for both PPS Custom and PPS Select programs. GGM Financial manages some accounts in which the asset management fees are other than the percentages noted above. All GGM Financial advisory management fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2492 W Dublin Granville Rd., Columbus, OH, 43235

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History

Regulatory History (1)
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Customer Dispute
December 2008
Withdrawn
Employment History
Current Registrations
Ggm Financial LLC
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
Commonwealth Financial Network
May 2023 - October 2023 · 5 mos
Robert W. Baird & CO. Incorporated
January 2011 - October 2013 · 2 yrs 9 mos
Morgan Stanley Smith Barney LLC
June 2009 - December 2010 · 1 yr 6 mos
Citigroup Global Markets INC.
November 2002 - June 2009 · 6 yrs 7 mos
State Registrations2 states
OHTX
Advisor

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.