Christopher Matteson
Christopher Matteson is a registered investment advisor at Integrated Planning Strategies, LLC, based in Oklahoma City, OK, with 25 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 12 clients with $10M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K+ | 0.50% |
First $400 is added to the 0.75% fee for the first $500,000. Clients with less than $26,000 may pay a negotiated fixed dollar fee not exceeding 2.25% of assets per year.
Fee Estimator
Location
Oklahoma City, OK
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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 is a principal member of C & K Class A Services, LLC, a company transitioning to life and health insurance sales, dedicating a few hours per week. He is also a life and health insurance agent, though insurance products are not sold through Integrated Planning Strategies, LLC.
Employment History
Current Registrations
Integrated Planning Strategies, LLC
Previous Registrations
Cornerstone Investment Advisory Group, LLC
Integrated Planning Strategies, LLC
Onstott & Associates, INC.
State Registrations2 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.