Chris Folgmann
Chris Folgmann is a registered investment advisor at Folgmann Financial Group LLC, based in Woodinville, WA, with 30 years of industry experience. Chris operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 25 clients with $37M 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 | 1.00% |
Fees range from 0.25% to 1% depending on the scope of the services to be provided, the investment strategies implemented (individual publicly listed stocks versus exchange traded funds and/or mutual fund only strategies) and the complexity of your financial situation. All fees are negotiable.
Fee Estimator
Location
Woodinville, WA
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 1999Employment History
Current Registrations
Folgmann Financial Group LLC
Previous Registrations
J.W. Cole Financial, INC.Broker
J. W. Cole Advisors, INC.
Financial Advisers of America, LLC
Financial Advisers of America, LLCBroker
Benefit Funding Services Group
Benefit Funding Services Group
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.