Christopher Pohlman is a registered investment advisor at Creative Planning, based in Oak Brook, IL, with 24 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 84,858 clients with $220B 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 | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees and how they are charged are negotiable.
Fee Estimator
Location
1515 W. 22nd St., Suite 850W, Oak Brook, IL, 60523
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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 Activities
Christopher is an advisory board member for Empower Retirement, sits on the President's Leadership Counsel at Benedictine University, and is a board representative for Choose DuPage. He is also a managing member of AP Music City Real Estate, LLC and manages a rental property in Westmont, IL, dedicating minimal time to these activities.
Employment History
Current Registrations
Creative Planning
Previous Registrations
Mesirow Financial Investment Management, INC.
Mesirow Financial, INC.Broker
Mesirow Financial, INC.
Emerald Alternative Strategies, LLC
Mesirow Financial, INC.Broker
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.