CG
CFP
CG
CFP

Christopher Gemmill

30 Years of Experience
Seattle, WA

Christopher Gemmill is a CFP-designated registered investment advisor at Westlake Wealth Management LLC, based in Seattle, WA, with 30 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 74 clients with $77M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
74 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$76.8M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.2M1.75%
$1.3M - $2.2M1.50%
$2.3M - $3.2M1.35%
$3.3M - $4.5M1.20%
$4.5M - $7.0M1.00%
$7.0M - $10.0M0.85%
$10M+0.75%

Fees are negotiable.

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

Location

600 Stewart Street, Suite 400, Seattle, WA, 98101

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

Christopher is the President of the Alterra Condo Owners Association since 2018. This activity, which is not investment related, requires minimal time.

Employment History
Current Registrations
Westlake Wealth Management LLC
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
Ameriprise Financial Services, LLC
February 1999 - April 2021 · 22 yrs 2 mos
Ameriprise Financial Services, LLCBroker
January 1999 - April 2021 · 22 yrs 3 mos
Ids Life Insurance CompanyBroker
January 1999 - July 2006 · 7 yrs 6 mos
PFS Investments INC.Broker
November 1996 - June 1998 · 1 yr 7 mos
Wma Securities, INC.Broker
February 1995 - September 1996 · 1 yr 7 mos
State Registrations2 states
CAWA
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.