Christopher Bixby
Christopher Bixby is a CFP-designated registered investment advisor at Ferguson Wellman Capital Management, INC., based in Portland, OR, with 21 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, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,085 clients with $11B 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 $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Rates shown are for Ferguson Wellman equity and balanced portfolios. Fixed income only schedules are lower (0.45% down to 0.25%). West Bearing division charges 1.00% on the first $2,000,000 and 0.85% above $2,000,000. Fees may be negotiable based on portfolio size and complexity.
Fee Estimator
Location
805 Southwest Broadway, Suite 2100, Portland, OR, 97205
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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 →Employment History
Current Registrations
Ferguson Wellman Capital Management, INC.
Previous Registrations
Mariner Wealth Advisors
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
H.D. Vest Advisory Services, INC
H.D. Vest Investment ServicesBroker
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.
Exams
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