CW
CW

Christopher Wilson

26 Years of Experience
Atlanta, GA

Christopher Wilson is a registered investment advisor at Lcp Institutional, LLC, based in Atlanta, GA, with 26 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 102 clients with $2B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
102 clients
Average Client Portfolio
$19.8M average
Assets Under Management
$2.0B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M2.00%
$5.0M - $10.0M1.50%
$10.0M - $25.0M1.00%
$25M+1.00%

Fees negotiable above $25,000,000.

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

The Arts Center Tower, 1270 West Peachtree Street, Suite 3, Atlanta, GA, 30309

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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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Employment History
Current Registrations
Lcp Institutional, LLC
March 2026 - Present · 2 mos
Previous Registrations
Atlanta Consulting Group Advisors, LLC
July 2023 - February 2026 · 2 yrs 7 mos
Kingswood Capital Partners, LLCBroker
July 2022 - February 2026 · 3 yrs 7 mos
Sierra Investment Management INC
August 2018 - August 2022 · 4 yrs
Northern Lights Distributors, LLCBroker
January 2017 - July 2022 · 5 yrs 6 mos
Russell Investments
May 2013 - September 2016 · 3 yrs 4 mos
Russell Investments Financial Services, LLCBroker
May 2013 - September 2016 · 3 yrs 4 mos
Crawford Investment Counsel INC
December 2012 - May 2013 · 5 mos
Morgan Keegan & Company, INC.
March 2004 - November 2012 · 8 yrs 8 mos
Morgan Keegan & Company, INC.Broker
August 2000 - November 2012 · 12 yrs 3 mos
Park Avenue Securities LLCBroker
December 1999 - September 2000 · 9 mos
Invesco Services, INC.Broker
January 1999 - April 1999 · 3 mos
Invesco Distributors, INC.Broker
December 1998 - January 1999 · 1 mo
State Registrations1 state
GA
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 Wilson - Financial Advisor | TrueAdvisor