Christopher Pavek
Christopher Pavek is a registered investment advisor at Vantage Point Wealth Management, based in Plymouth, MN, with 31 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 932 clients with $280M 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 $100K | 2.50% |
| $100K - $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable based on various criteria. VPWM also offers investment management through LPL Financial programs, with maximum fees ranging from 0.95% to 3.0% depending on the program.
Fee Estimator
Location
505 North Highway 169, Suite 260, Plymouth, MN, 55441
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2002Other Business ActivitiesSells Insurance
Christopher is an Investment Advisor Representative at VPWM Advisors LLC and a Registered Representative at LPL Financial LLC, dedicating full-time and a few hours per week, respectively. He also works as an insurance agent and owns a sports card business, dedicating a few hours per week and minimal time, respectively.
Employment History
Current Registrations
Vantage Point Wealth Management
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Feltl Advisors
Feltl & CompanyBroker
Citigroup Global Markets INC.Broker
Mathews, Holmquist & Associates, INC.Broker
State Registrations7 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.