Christopher Lipper is a CFP-designated registered investment advisor at Cx Institutional, LLC, based in Plano, TX, with 24 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 4,560 clients with $4.5B 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 | 2.00% |
Program fees consist of an investment advisory fee and strategy fee, up to a maximum of 2.0% annually, and are negotiable.
Fee Estimator
Contact
Christopher Lipper
Location
7500 Dallas Parkway, Suite 475, Plano, TX, 75024
Get directionsHistory
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 is a volunteer board member for InTouch Credit Union since 2012, dedicating minimal time. He is also a Notary Public commissioned by the State of TX since 2014, spending minimal time on this activity.
Employment History
Current Registrations
Cx Institutional, LLC
Previous Registrations
Cxi Advisors, LLC
Cpf Texas
LPL Financial LLCBroker
LPL Financial LLC
Blue Ronald & CO LLC
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
More Advisors
- Steve Indiveri, CFACx Institutional, LLC
- Joseph D'amico, CFPCx Institutional, LLC
- Thomas Knippa, CFPCx Institutional, LLC
- Lucille Satterwhite, CFPCx Institutional, LLC
- Scott Mccandless, CFA, CFPCx Institutional, LLC
- Adam Spence, CFPCx Institutional, LLC