Christopher Brereton
Christopher Brereton is a registered investment advisor at Osaic Wealth, INC., based in Scottsdale, AZ, with 29 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
8765 E. Bell Road, Suite 204, Scottsdale, AZ, 85260
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 1998Other Business ActivitiesSells Insurance
Christopher is an advisory representative with SagePoint Corp IA and an insurance agent offering insurance and annuity products, dedicating minimal time to the latter. He is also a managing partner in Gemini Land Development, spending about half his time on property management, and involved in several LLCs and a condo association.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
UBS Financial Services INC.Broker
UBS Financial Services INC.
Piper Jaffray & CO.
Piper Jaffray & CO.Broker
Olde Discount CorporationBroker
State Registrations34 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.