Christopher Losey is a registered investment advisor at Summit Global Investments, LLC, based in Thornton, CO, with 27 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 7,475 clients with $2.3B 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 $500K | 2.00% |
| $500K - $1.0M | 1.70% |
| $1M+ | 1.50% |
Fees are maximum rates and may be lowered based on client investment objectives, risk profile, suitability, and asset allocation. Accounts are subject to a maximum annual administrative fee of $60 per household.
Fee Estimator
Location
Thornton, CO
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 →Employment History
Current Registrations
Summit Global Investments, LLC
Previous Registrations
Empower Financial Services, INC.Broker
Empower Advisory Group, LLC
Gwfs Equities, INC.Broker
Country Capital Management CompanyBroker
Mutual of America Life Insurance CompanyBroker
Mutual of America Securities CorporationBroker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
Invesco Distributors, INC.Broker
R a F Financial CorporationBroker
Chatfield Dean & CO., INC.Broker
State Registrations1 state
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
More Advisors
- Daniel Smith, CFPAbacus Wealth Partners
- Jason Gocke, CFPEdward Jones
- Carlon Parks, CFPAdvice and Planning Services
- Alexander Behm, CFAPrecision Fiduciary Partners, LLC
- Lefteri Melonakis, CFPMelonakis Financial
- Adam Ingram, CFPStrategic Advisers LLC