Christopher Niemela
Christopher Niemela is a registered investment advisor at Foresee Wealth Advisors, based in Bellevue, WA, with 21 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 160 clients with $150M 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 | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable. Legacy accounts may have different fee schedules.
Fee Estimator
Location
10900 NE 4th St, Suite 2300, Bellevue, WA, 98004
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 ActivitiesSells Insurance
Christopher is an independent advisor representative for Financial Advocates Investment Management, providing asset management advisory services under the DBA Foresee Wealth Advisors, taking about 80% of his time. He also provides term and permanent life insurance, fixed annuities, long-term care insurance, Medicare supplement insurance, and disability insurance, dedicating about 20% of his time, and offers life insurance and fixed annuities as an independent producer.
Employment History
Current Registrations
Foresee Wealth Advisors
Previous Registrations
Financial Advocates Investment Management
Financial Advocates Advisory Services, LLC
LPL Financial LLCBroker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Snider Retirement Strategies
Sunamerica Securities, INC.Broker
State Registrations3 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.