CW
CW

Christopher Wurster

25 Years of Experience
Orland Park, IL
1 DisclosureBroker

Christopher Wurster is a registered investment advisor at Strategic Advisers LLC, based in Orland Park, IL, with 25 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 Investment Management, Retirement Planning. Their firm serves 2,401,763 clients with $1400B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16991 advisors
Number of Clients
2,401,763 clients
Average Client Portfolio
$570K average
Assets Under Management
$1370.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.85%
$100K - $250K0.80%
$250K+0.70%

Rates shown are the standard maximum gross advisory fees for plans with less than 20% employee enrollment. For plans with greater than 20% enrollment, the tiers are 0.80% for the first $100K, 0.70% for $100K-$250K, and 0.60% for assets over $250K. Fees are subject to a plan credit amount that reduces the gross fee.

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

15105 S. LaGRANGE ROAD, Orland Park, IL, 60462-3708

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History

Regulatory History (1)
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Customer Dispute
October 2008
Denied
Employment History
Current Registrations
Strategic Advisers LLC
March 2025 - Present · 1 yr 7 mos
Fidelity Brokerage Services LLC
September 2019 - Present · 7 yrs 1 mo
Fidelity Brokerage Services LLCBroker
September 2019 - Present · 7 yrs 1 mo
Previous Registrations
Fidelity Personal and Workplace Advisors
November 2019 - March 2025 · 5 yrs 4 mos
Goldman Sachs & CO. LLCBroker
September 2012 - October 2019 · 7 yrs 1 mo
PNC Investments
March 2011 - August 2012 · 1 yr 5 mos
PNC InvestmentsBroker
March 2011 - August 2012 · 1 yr 5 mos
Morgan Stanley Smith BarneyBroker
June 2009 - March 2011 · 1 yr 9 mos
Morgan Stanley Smith Barney LLC
June 2009 - March 2011 · 1 yr 9 mos
Citigroup Global Markets INC.
April 2005 - June 2009 · 4 yrs 2 mos
Citigroup Global Markets INC.Broker
April 2005 - June 2009 · 4 yrs 2 mos
Banc One Securities Corporation
November 2003 - April 2005 · 1 yr 5 mos
Banc One Securities CorporationBroker
November 2000 - April 2005 · 4 yrs 5 mos
American Express Financial Advisors INC.Broker
September 2000 - October 2000 · 1 mo
Ids Life Insurance CompanyBroker
September 2000 - October 2000 · 1 mo
State Registrations22 states
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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.
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