Christopher Lester
Christopher Lester is a ChFC-designated registered investment advisor at Simplicity Wealth, based in Cream Ridge, NJ, with 14 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 5,619 clients with $3.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Simplicity Wealth's fees are based on a percentage of your assets under management, ranging from 0.10% to 2.00%. The specific fee depends on the services selected by your advisor. The fees cover investment management, research, monitoring, and other operational services. Additional fees may include model manager fees, custodial fees, and transaction fees. Simplicity Wealth also offers proprietary model portfolios.
Location
17 Fairway Drive, Cream Ridge, NJ, 08514
Get directionsHistory
Regulatory History (10)
Regulatory
February 2004Regulatory
September 2002Customer Dispute
October 2001Customer Dispute
October 2000Customer Dispute
October 2000Customer Dispute
October 2000Customer Dispute
August 2000Customer Dispute
August 2000Customer Dispute
March 2000Customer Dispute
January 2000Other Business ActivitiesSells Insurance
Christopher is a partner at The Eagle Team Financial Pros and owner of Professional Planning Services, both offering insurance products and investment advisory services, and each taking up a full-time commitment. He also holds various other positions, including president of Education Funding, partial owner of Producer Partners Group, owner of EZ Tax Pro, and employee at Ethos Technologies, dedicating varying amounts of time to each.
Employment History
Current Registrations
Simplicity Wealth
Previous Registrations
Brookstone Wealth Advisors, LLC
Regal Investment Advisors LLC
Wealth Watch Advisors, LLC
First American National Investment Advisors, LLC
Nylife Securities INC.Broker
Hornor, Townsend & Kent, 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.