Christopher Gage
Christopher Gage is a registered investment advisor at Gage Wealth Management Group, based in Newtown, PA, with 12 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 30 clients with $20M 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 | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.45% |
| $10M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Location
1 University Drive Suite 400, Newtown, PA, 18940
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2012Other Business ActivitiesSells Insurance
Christopher owns G & G Strategies, marketing fixed insurance products to brokers, and GWM Group, both insurance-related businesses. He also works in sales/marketing for G&G Underwriters, dedicating about 10-20% of his time overall to these activities.
Employment History
Current Registrations
Gage Wealth Management Group
Previous Registrations
Gage Wealth Management Group
Gage Wealth Management Group
Citigroup Global Markets INC.
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.