CR
CR
Chris Reedy
31 Years of Experience
Chicago, IL
1 DisclosureBroker
Chris Reedy is a registered investment advisor at Charles Schwab & CO., INC., based in Chicago, IL, with 31 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.
Compensation
Fixed/Hourly
Firm Size
8109 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
150 S. Wacker Drive, Chicago, IL, 60606-4111
Get directionsHistory
Regulatory History (1)
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Customer Dispute
September 2003Settled
Employment History
Current Registrations
Charles Schwab & CO., INC.Broker
November 2012 - Present · 13 yrs 6 mos
Charles Schwab & CO., INC.
November 2012 - Present · 13 yrs 6 mos
Previous Registrations
Morgan StanleyBroker
June 2009 - October 2012 · 3 yrs 4 mos
Morgan Stanley
June 2009 - October 2012 · 3 yrs 4 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
March 1998 - April 2007 · 9 yrs 1 mo
Morgan Stanley Dw INC.Broker
March 1998 - April 2007 · 9 yrs 1 mo
John Dawson & Associates, INC.Broker
February 1995 - March 1998 · 3 yrs 1 mo
Euro-Atlantic Securities INC.Broker
June 1994 - February 1995 · 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.