Christopher Bourgeois
Christopher Bourgeois is a registered investment advisor at World Equity Group, INC., based in Houston, TX, with 24 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 Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 3,151 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $75K | 0.47% |
| $75K - $750K | 0.42% |
| $750K+ | 0.35% |
Schedule includes the firm platform fee and tax overlay fee; third-party manager fees and representative fees are extra and negotiable. Accounts between $25k and $50k using the ETF Select model pay a flat 1.50% annual fee.
Fee Estimator
Location
1800 West Loop South, Unit 1700, Houston, TX, 77027
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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 ActivitiesSells Insurance
Christopher is the president of Innovation Capital Assurance, a licensed insurance agency, and SMART Group Houston, an investment business. He is also a partner at Exponent Prosperity Accelerator Advisors, LLC, a business consulting service, and a notary public for the State of Texas; these activities take about half of Christopher's time.
Employment History
Current Registrations
World Equity Group, INC.
World Equity Group, INC.Broker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Questar Capital CorporationBroker
Questar Asset Management, INC.
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations12 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
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