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Christopher Bouma

Fifth Third Securities, INC.
26 Years of Experience
Grand Rapids, MI
1 DisclosureBroker
View SEC Summary
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Christopher Bouma is a registered investment advisor at Fifth Third Securities, INC., based in Grand Rapids, MI, with 26 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, Retirement Planning. Their firm serves 47,014 clients with $11B in assets under management.

Fifth Third Securities, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1009 advisors
Number of Clients
47,014 clients
Average Client Portfolio
$232K average
Assets Under Management
$10.9B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $500K1.35%
$500K - $750K1.25%
$750K - $1.0M1.10%
$1.0M - $2.0M1.00%
$2M+0.80%

Fees are negotiable. Maximum fee is 1.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5400 Northland, Grand Rapids, MI, 49525

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2002
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Fifth Third Securities, INC.
January 2008 - Present · 18 yrs 9 mos
Fifth Third Securities, INC.Broker
December 2007 - Present · 18 yrs 10 mos
Previous Registrations
Ifmg Securities, INC.
May 2007 - January 2008 · 8 mos
Ifmg Securities, INC.Broker
February 2007 - January 2008 · 11 mos
Lasalle Financial Services, INC.
February 2006 - February 2007 · 1 yr
Lasalle Financial Services, INC.Broker
June 2002 - February 2007 · 4 yrs 8 mos
Edward JonesBroker
February 1999 - September 2001 · 2 yrs 7 mos
State Registrations15 states
CACOFLGAILINKYMIMONYOHSCTXVAWI
AdvisorBrokerBoth

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.
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