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Christopher Fullerton

28 Years of Experience
Birmingham, MI
1 DisclosureBroker

Christopher Fullerton is a registered investment advisor at Natixis Advisors, LLC, based in Birmingham, MI, with 28 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 115,562 clients with $110B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
56 advisors
Number of Clients
115,562 clients
Average Client Portfolio
$940K average
Assets Under Management
$108.7B

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M0.40%
$5.0M - $10.0M0.30%
$10.0M - $20.0M0.25%
$20.0M - $50.0M0.22%
$50M+0.21%

Fee schedule reflects the highest standard unbundled rates across strategies (such as U.S. Equity Core Plus). Many strategies have lower rates starting around 0.10% to 0.35%.

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

Birmingham, MI

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History

Regulatory History (1)
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Employment Separation After Allegations
March 2003
Employment History
Current Registrations
Natixis Distribution, LLC
August 2009 - Present · 17 yrs 2 mos
Natixis Advisors, LLC
August 2009 - Present · 17 yrs 2 mos
Natixis Distribution, LLCBroker
August 2009 - Present · 17 yrs 2 mos
Previous Registrations
Princor Financial Services CorporationBroker
June 2007 - September 2008 · 1 yr 3 mos
Principal Funds Distributor, INC.Broker
January 2004 - August 2009 · 5 yrs 7 mos
Planco Financial Services, INC.Broker
June 2003 - January 2004 · 7 mos
Guardian Investor Services LLCBroker
December 2000 - March 2003 · 2 yrs 3 mos
Touchstone Securities, INC.Broker
September 1999 - October 2000 · 1 yr 1 mo
Delaware Distributors, L.P.Broker
June 1999 - November 1999 · 5 mos
Vanguard Marketing CorporationBroker
January 1997 - October 1998 · 1 yr 9 mos
State Registrations39 states
AKALARAZCACOFLGAHIIAIDILINKSKYLAMIMNMOMSMTNDNENMNVOHOKORPAPRSDTNTXUTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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.
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