Christopher Tomolonis
Christopher Tomolonis is a registered investment advisor at Woodstock Wealth Management, INC., based in Woodstock, GA, with 23 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, Investment Management, and 1 more. Their firm serves 1,538 clients with $630M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Woodstock Wealth Management (WWM) offers two investment management programs:
- Managed Account Program: Charges a flat annual percentage of the value of your portfolio, up to 2.50%. This fee is negotiable.
- Performance Fee Program: Charges 1% annually on the value of your portfolio, plus a performance fee of up to 20% of capital appreciation above the SPDR S&P 500 ETF Trust (SPY) benchmark. This performance fee is negotiable. Deposits can only be made on the anniversary date. Withdrawals during the year may require closing the account.
Both programs may also incur custodial fees and product fees.
Location
250 River Park North Drive, Woodstock, GA, 30188
Get directionsHistory
Regulatory History (5)
Customer Dispute
September 2013Customer Dispute
October 2012Customer Dispute
July 2011Customer Dispute
May 2011Customer Dispute
January 2011Other Business ActivitiesSells Insurance
Christopher is a wealth advisor at Tomolonis Financial, LLC since 2014, where he pays expenses for 1099 income for insurance carriers and advisory business. He dedicates minimal time to this, working as a non-securities insurance agent for various carriers and conducting advisory business.
Employment History
Current Registrations
Woodstock Wealth Management, INC.
Previous Registrations
Woodstock Financial Group, INC.
Woodstock Financial Group, INC.Broker
Tfs Advisory Services
Tfs Securities, INC.Broker
E1 Asset Management, INC.Broker
PHD CapitalBroker
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.