Christopher Zellman is a CFP-designated registered investment advisor at LPL Financial LLC, based in West Chester, PA, 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 1,986,990 clients with $820B 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 | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
West Chester, PA
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 CPA providing tax preparation and accounting services since 1997, dedicating a few hours per week. He also operates Zellman Financial as a DBA for his LPL business, spending about 10-20% of his time on it.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Grove Point Advisors, LLC
Grove Point Investments, LLCBroker
H. Beck, INC.
Tfs Advisory Services
Tfs Securities, INC.Broker
State Registrations11 states
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
- Lauren Marchese, CFPLPL Financial LLC
- A Norkiewicz, CFPLPL Financial LLC
- Francis SciecinskiLPL Financial LLC
- Michael Sabol, ChFCLPL Financial LLC
- Cristina Bennett, CFPLPL Financial LLC
- Clinton Smedley, CFPCetera Investment Advisers LLC