Christopher Spires
Christopher Spires is a registered investment advisor at Perigon Wealth Management, LLC, based in Atlanta, GA, with 27 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 5,664 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Advisory fees range from 0.20% to 2.00% annually depending on complexity, asset levels, and overall relationship. Fees are generally discounted for clients selecting investment management services only compared to comprehensive wealth management.
Fee Estimator
Location
1776 Peachtree Street NW, Suite 620S, Atlanta, GA, 30309
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 owns Chris Spires Investments, LLC, a pass-through entity for receiving fee income from his RIA, dedicating minimal time. He is also dually-registered with Perigon Wealth Management and Purshe Kaplan Sterling Investments, Inc., and sells fixed/traditional insurance products through both, dedicating minimal time to each.
Employment History
Current Registrations
Perigon Wealth Management, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Lakeview Capital Partners, LLC
SA Stone Wealth Management INC.Broker
Lakeview Capital Management LLC
Triad Advisors, INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations6 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
More Advisors
- Willis Dobbs, CFAPerigon Wealth Management, LLC
- Thomas Tolleson, CFPPerigon Wealth Management, LLC
- Lauren Baccari, CFPHb Wealth
- Dean Morris, CFACornerstone Investment Partners, LLC
- Michael Mueller, CFPSmith & Howard Wealth Management, LLC
- Ryan Mccafferty, CFPLarge and Gilbert Wealth Advisory