Christopher Barlow is a CFA-designated registered investment advisor at Envestnet Pmc, based in Lehi, UT, with 23 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management, Socially Responsible Investing. Their firm serves 2,241,364 clients with $610B 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 | 1.21% |
Program fees vary by portfolio type, ranging from 0.07% to 1.21% depending on the specific investment strategy selected. Fees do not include advisor fees or underlying fund expenses.
Fee Estimator
Location
Lehi, UT
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
Envestnet Pmc
Previous Registrations
Meeder Advisory Services, INC.
Meeder Distribution Services, INC.Broker
BMO Asset Management CORP.
Foreside Financial Services, LLCBroker
BMO Asset Management CORP.
BMO Investment Distributors, LLCBroker
Russell Financial Services, INC., Part of Russell InvestmentsBroker
Wells Fargo Funds Management, LLC
Wells Fargo Funds Distributor, LLCBroker
Oppenheimerfunds Distributor, INC.Broker
Enterprise Fund Distributors, INC.Broker
Strong Capital Management INC
Strong Investments, INC.Broker
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.
Exams
More Advisors
- Nicholas Trotter, CFPSolidarity Wealth, LLC
- Michael Pelo, CFP, ChFCMML Investors Services, LLC
- Samantha Stoner, CFATownsquare Capital, LLC
- Joshua Coombs, CFADrive Wealth Advisers
- John Brough, CFPB.O.S.S. Retirement Advisors, LLC
- Nicholas Stecklein, CFPTelos Partners LLC