Christopher Schroeder
Christopher Schroeder is a ChFC-designated registered investment advisor at Midland Wealth Management, based in Ladue, MO, with 22 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 138 clients with $2.9B 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
The Advisor imposes a minimum fee of $1,000 or the fee schedule above, whichever is greater. If the firm manages an account under its fixed income strategy, the fees for the fixed income strategy will be reduced by 50% from the standard fee schedule.
Fee Estimator
Location
9925 Clayton Road, Ladue, MO, 63124
Get directionsHistory
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 licensed insurance agent selling insurance products. He also works as adjunct faculty teaching business classes at Lewis and Clark College, dedicating about 10% of his time to this role.
Employment History
Current Registrations
Midland Wealth Management
Previous Registrations
Claris Advisors, LLC
Umb Financial Services, INC.Broker
Umb Financial Services, INC.
Tiaa-Cref Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
PNC Investments
PNC InvestmentsBroker
Natcity Investments, INC.
Natcity Investments, INC.Broker
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Natcity Investments, INC.Broker
Natcity Insurance Services, INC.Broker
Allstate Financial Services, LLCBroker
State Registrations1 state
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.