CW
CW

Christopher Wilson

8 Years of Experience
Armuchee, GA

Christopher Wilson is a registered investment advisor at Prr Wealth Management, based in Armuchee, GA, with 8 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$927K

Fee Structure

Minimum Investment:$450K

PRR Wealth Management's fees are based on your net worth, not just the assets they manage directly. The annual fee is:

  • $450,000 - $2,499,999 net worth: $10,000 per year
  • $2,500,000 and above net worth: 0.40% of net worth per year.

This fee covers both comprehensive wealth planning and investment portfolio management. The fee may be greater than 2% of the investment portfolio values they directly manage for you.

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Location

Armuchee, GA

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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.

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Other Business Activities

Christopher works as a manufacturing sales engineer for Blair Engineering Southeast since March 2018, providing information and guidance to design engineers. This takes about half of Christopher's time and is not investment related.

Employment History
Current Registrations
Prr Wealth Management
February 2023 - Present · 3 yrs 3 mos
Previous Registrations
Wilson Management LLC
June 2011 - December 2012 · 1 yr 6 mos
Terrapin Capital Management
November 2009 - December 2010 · 1 yr 1 mo
Investment Professionals, INC.
March 2008 - July 2009 · 1 yr 4 mos
Edward Jones
February 2007 - February 2008 · 1 yr
State Registrations1 state
GA
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.