Christopher Fisher
Christopher Fisher is a CFA-designated registered investment advisor at Isto Advisors, LLC, based in Lake Forest, IL, 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 Alternative Investments, Annuities, Business Owners, Corporate Executives, and 10 more. Their firm serves 404 clients with $1.1B 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 $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.50% |
Fees are negotiable. The firm reserves the right to charge 0.50% on 529 plans, which are not included in household aggregate values. Minimum annual advisory fee is $11,250.
Fee Estimator
Location
580 N. Western Avenue, Lake Forest, IL, 60045
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Christopher is on the board of trustees for Allendale Association, a school/home for troubled youth, dedicating a few hours per week. He also refers clients to insurance specialists and receives a portion of the commission, and sells life insurance as a general agent for Comprehensive Planning, Inc., taking up about 10-20% of his time. Christopher is also President of Fisher Financial Partners, devoting minimal time to this business.
Employment History
Current Registrations
Isto Advisors, LLC
Previous Registrations
Regal Advisory Services, INC.
Regal Securities, INC.Broker
Northstar Financial Partners, INC.
Northstar Financial Partners, INC.Broker
H&r Block Financial Advisors, INC.Broker
H&r Block Financial Advisors, INC.
H&r Block Financial Advisors, INC.
Rsm Mcgladrey, INC.
H&r Block Financial Advisors, INC.Broker
State Registrations2 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.
Exams
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