Christopher Hartrich
Christopher Hartrich is a registered investment advisor at Osaic Wealth, INC., based in St. Louis, 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 Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
12412 Powerscourt Drive, Suite 30, St. Louis, MO, 63131
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Regulatory History (1)
Customer Dispute
December 2000Other Business ActivitiesSells Insurance
Christopher markets life insurance and long-term care insurance to his existing customer base through his sole proprietorship, spending minimal time on it. He also provides life and health insurance services to existing customers through LEER Financial Wealth Management LLC, dedicating minimal time to this as well.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Next Financial Group, INC.
Next Financial Group, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations8 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.