Christopher Dewolfe
Christopher Dewolfe is a registered investment advisor at Osaic Wealth, INC., based in Pompano Beach, FL, 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 Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
Pompano Beach, FL
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Regulatory History (1)
Regulatory
June 2011Other Business ActivitiesSells Insurance
Christopher has several investment-related activities, including ownership in real estate LLCs and serving as managing partner and investment advisor representative for Investment Consulting Group LLC. He dedicates full-time hours to providing investment advice and wealth management plans to clients, as well as sale/marketing of securities, investment advisory and insurance products.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Leonard & CompanyBroker
Dean Witter Reynolds INC.Broker
State Registrations21 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.