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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 operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,031,770 clients with $1100B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17027 advisors
Number of Clients
2,031,770 clients
Average Client Portfolio
$525K average
Assets Under Management
$1067.7B

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.10%
$1.0M - $2.0M0.90%
$2.0M - $5.0M0.70%
$5M+0.50%

Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.

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

Orland Park, IL

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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 2 mos
Fidelity Brokerage Services LLC
September 2019 - Present · 6 yrs 8 mos
Fidelity Brokerage Services LLCBroker
September 2019 - Present · 6 yrs 8 mos
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 Registrations21 states
AZCACODCFLIAILINMAMIMNNCNENJNVNYSDTXUTWAWI
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 Wurster - Financial Advisor | TrueAdvisor