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Christopher Bechert

25 Years of Experience
Shelbyville, IN
1 DisclosureBroker

Christopher Bechert is a registered investment advisor at Edward Jones, based in Shelbyville, IN, 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 4,069,320 clients with $1000B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

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

2150 Intelliplex Drive Ste 154, Shelbyville, IN, 46176

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2005
Denied
Employment History
Current Registrations
Edward Jones
August 2018 - Present · 8 yrs 2 mos
Edward JonesBroker
August 2018 - Present · 8 yrs 2 mos
Previous Registrations
J.P. Morgan Securities LLC
October 2012 - September 2018 · 5 yrs 11 mos
J.P. Morgan Securities LLCBroker
October 2012 - September 2018 · 5 yrs 11 mos
Chase Investment Services CORP.
August 2008 - October 2012 · 4 yrs 2 mos
Chase Investment Services CORP.Broker
July 2008 - October 2012 · 4 yrs 3 mos
Natcity Investments, INC.Broker
May 2003 - July 2008 · 5 yrs 2 mos
Securian Financial Services, INC.Broker
February 2002 - May 2003 · 1 yr 3 mos
Oneamerica Securities, INC.Broker
February 2001 - January 2002 · 11 mos
American United Life Insurance CompanyBroker
February 2001 - December 2001 · 10 mos
State Registrations16 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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