Christopher Becks
Christopher Becks is a registered investment advisor at Wealthcare Advisory Partners LLC, based in Debary, FL, with 28 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 9,142 clients with $6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WCAP offers investment management services where fees are based on a percentage of the assets they manage. The specific percentage can be up to 1.85% annually, depending on factors like the types of investments, the size of your account, and any special reporting or restrictions. Fees are generally paid quarterly, in advance. WCAP may offer discounted rates to employees, their families, and very high net worth clients. If WCAP uses independent managers, your overall fees will include WCAP's fee plus the manager's fees. WCAP also offers a wrap fee program where transaction costs are included in the overall advisory fee.
Location
Debary, FL
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Regulatory History (1)
Regulatory
May 2013Other Business ActivitiesSells Insurance
Christopher is a licensed insurance agent selling life, annuity, health, and long-term care insurance, dedicating minimal time to this. He also owns Strategic Financial Consultants, Inc., a support company/DBA, but spends no time on it.
Employment History
Current Registrations
Wealthcare Advisory Partners LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Cs Planning CORP
Strategic Financial Consultants, INC.
Ameritas Investment CORP.Broker
The Advisors Group, INC.
The Advisors Group, INC.Broker
NFP Securities, INC.Broker
Fortis Investors, INC.Broker
State Registrations2 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.