Christopher Gee is a registered investment advisor at Ally Invest Advisors, based in Charlotte, NC, with 24 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 83,199 clients with $1.7B 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 $250K | 0.85% |
| $250K - $1.0M | 0.80% |
| $1M+ | 0.75% |
Rates apply to the Personal Advice service. Other programs include Market-Focused Robo Portfolios at a flat 0.30% and Guided Advice at a flat 0.50%. Cash-Enhanced Robo Portfolios have no advisory fee.
Fee Estimator
Location
601 S. Tryon Street, Suite 100, Charlotte, NC, 28202
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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 works as a driver for Lyft and Uber, though he hasn't driven yet as of the filing date. He also works as a consultant for Gifted Intellekts (about 10-20% of his time), an MC/DJ for Social Soundtracks (a few hours per week), and a manager for Ally Invest Advisors and Ally Bank.
Employment History
Current Registrations
Ally Invest Advisors
Ally Invest Securities LLCBroker
Previous Registrations
AXA Advisors, LLC
AXA Advisors, LLCBroker
Mony Securities CorporationBroker
Royal Alliance Associates, 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.
Exams
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