Christopher Hitzman
Christopher Hitzman is a registered investment advisor at Waverly Advisors, LLC, based in Mandeville, LA, 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 Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 13 more. Their firm serves 13,689 clients with $30B 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 | 1.50% |
Fees range from 0.25% to 1.50% annually, applied as a flat or declining marginal rate. Certain equity and options strategies carry an additional 0.25% annual fee. Fees are negotiable.
Fee Estimator
Location
173 Dalwill Dr., Mandeville, LA, 70471
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2009Customer Dispute
July 2007Other Business ActivitiesSells Insurance
Christopher sells fixed insurance products through TruWealth Advisors, starting in 2020. This activity takes minimal time.
Employment History
Current Registrations
Waverly Advisors, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Truwealth Advisors, LLC
Ameriprise Financial Services, LLC.
Ameriprise Financial Services, LLCBroker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Edward JonesBroker
Banc One Securities CorporationBroker
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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