Christopher Shematek
Christopher Shematek is a CFP, ChFC-designated registered investment advisor at Cobalt Financial Partners LLC, based in Sykesville, MD, with 26 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 95 clients with $99M 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 $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are generally negotiable.
Fee Estimator
Location
613 Sideling Court, Sykesville, MD, 21784
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 →Other Business ActivitiesSells Insurance
Christopher is the Business & Economics Department Chair for a local high school, dedicating about 5% of his time to teaching. He also sells non-variable insurance, serves as an Investment Advisor Representative, owns Cobalt Real Estate Holdings LLC, grades AP exams, and owns a short-term rental property.
Employment History
Current Registrations
Cobalt Financial Partners LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
State Registrations26 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.