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Christopher Vernier

11 Years of Experience
Minneapolis, MN

Christopher Vernier is a registered investment advisor at Marquette Wealth Management, based in Minneapolis, MN, with 11 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 244 clients with $820M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
244 clients
Average Client Portfolio
$3.3M average
Assets Under Management
$817.1M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M1.00%
$3.0M - $5.0M0.75%
$5M+0.50%

Fees may be negotiable. A 10% discount is offered on portfolios for charitable and non-profit entities.

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

150 South Fifth Street, Suite 2800, Minneapolis, MN, 55402

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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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Employment History
Current Registrations
Marquette Wealth Management
March 2016 - Present · 10 yrs 2 mos
Previous Registrations
Marquette Asset Management
January 2014 - February 2016 · 2 yrs 1 mo
State Registrations1 state
MN
Advisor

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Exams
No exam information available for this advisor.