Christopher Winkelmann
Christopher Winkelmann is a CFP-designated registered investment advisor at Bridgewater Asset Management LLC, based in Chesterfield, MO, with 27 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 403 clients with $300M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $8.0M | 0.80% |
| $8.0M - $16.0M | 0.75% |
| $16M+ | 0.70% |
Fees may be negotiable.
Fee Estimator
Location
16150 Main Circle Drive, Suite 210, Chesterfield, MO, 63017
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Christopher operates Bridgewater Asset Management, LLC as a DBA for his LPL business and as a Registered Investment Advisor, dedicating full-time hours to these activities. He also works with Bollinger Group / Lifebridge Insurance Solutions selling non-variable insurance, spending a few hours per week, and runs a home-based business, spending minimal time on it.
Employment History
Current Registrations
Bridgewater Asset Management LLC
LPL Financial LLCBroker
Previous Registrations
Edward JonesBroker
Huntleigh Securities CorporationBroker
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.