CS
CFP
CS
CFP

Christopher Slyby

8 Years of Experience
Fort Wayne, IN
Sells Insurance

Christopher Slyby is a CFP-designated registered investment advisor at Wealth Advisors Group, based in Fort Wayne, IN, with 8 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 991 clients with $1.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
991 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $750K1.25%
$750K - $1.2M1.10%
$1.3M - $4.0M1.00%
$4.0M - $7.0M0.80%
$7.0M - $15.0M0.75%
$15M+0.75%

Fees are negotiable for accounts over $15,000,000. The schedule above starts at $100,000, so the rate for $0-$99,999 is unknown.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

12726 Coldwater Road, Fort Wayne, IN, 46845

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Christopher is an owner/financial advisor at Wealth Advisors Group, dedicating nearly full-time hours to financial planning and investments. He also spends minimal time on non-variable insurance through ASH Brokerage and on tax/reconciliation purposes through C.A. Slyby LLC.

Employment History
Current Registrations
Wealth Advisors Group
September 2017 - Present · 8 yrs 8 mos
State Registrations1 state
IN
Advisor

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
No exam information available for this advisor.
Christopher Slyby - Financial Advisor | TrueAdvisor