Christopher Staples is a CFP-designated registered investment advisor at Wealth 360, LLC, based in Buford, GA, with 20 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 149 clients with $95M 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 $500K | 1.35% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.15% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees are calculated using average daily account balance and billed quarterly in arrears. Minimum annual fees apply based on engagement complexity. Fees may be negotiated at the firm's discretion.
Fee Estimator
Location
1400 Buford Highway, Suite M-4, Buford, GA, 30518
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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 →Employment History
Current Registrations
Wealth 360, LLC
Previous Registrations
Spc
State Registrations2 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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