CP
CFP
CP
CFP

Christopher Plahm

24 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
65 clients
Average Client Portfolio
$462K average
Assets Under Management
$30.0M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Maximum annual management fee is 2.50%. Performance fees may also apply: either 1% management fee plus 20% performance fee, or 0% management fee plus 25% performance fee. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1010 Jorie Blvd, Suite 144, Oak Brook, IL, 60523

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Christopher is a partner at Stonebridge Wealth Management and a Managing Member and CCO at Tall Pines Capital, LLC, both wealth management roles. He dedicates about three-quarters of his time to these investment-related activities.

Employment History
Current Registrations
Tall Pines Capital, LLC
January 2017 - Present · 9 yrs 2 mos
Stonebridge Wealth Management LLC
December 2016 - Present · 9 yrs 3 mos
Apw Capital, INC.Broker
December 2016 - Present · 9 yrs 3 mos
Previous Registrations
Commonwealth Financial NetworkBroker
January 2011 - December 2016 · 5 yrs 11 mos
Commonwealth Financial Network
January 2011 - December 2016 · 5 yrs 11 mos
Securian Financial Services, INC.
April 2003 - January 2011 · 7 yrs 9 mos
Securian Financial Services, INC.Broker
April 2003 - January 2011 · 7 yrs 9 mos
Morgan Stanley
March 2001 - December 2002 · 1 yr 9 mos
Morgan Stanley Dw INC.Broker
September 2000 - December 2002 · 2 yrs 3 mos
State Registrations7 states
ILINKYMNMONVOH
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.
Christopher Plahm - Financial Advisor | TrueAdvisor