Christopher Battreall
Christopher Battreall is a CFP-designated registered investment advisor at Precision Wealth Strategies, LLC, based in Mount Pleasant, SC, 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 Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 472 clients with $710M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.20% |
Advisory fees typically range from 1% to 2.2% annually and are negotiable based on the size and nature of the relationship.
Fee Estimator
Location
Mount Pleasant, SC
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 →Employment History
Current Registrations
Precision Wealth Strategies, LLC
Previous Registrations
Mercer Allied Company, L.P.Broker
Goldman Sachs & CO. LLCBroker
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Girard Securities, INC.
United Capital Financial Advisors
Girard Securities, INC.Broker
H. Beck, INC.Broker
Solutions Planning Group, INC.
Nylife Securities INC.Broker
Signator Investors, INC.Broker
State Registrations4 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.
Exams
More Advisors
- Dalton Heffel, CFPOsaic Wealth, INC.
- Claudia Bellars, CFPBellars Harris Wealth Management
- Susan Hunter, CFP5c Capital Management, LLC
- Hayden Sewell, CFPEdward Jones
- James Plair, ChFCEquitable Advisors, LLC
- Garrett Conley, CFPInvesco Advisers, INC.