CW
CW

Christopher Wilson

5 Years of Experience
Temperance, MI

Christopher Wilson is a registered investment advisor at Structured Wealth Management, INC., based in Temperance, MI, with 5 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Investment Management. Their firm serves 527 clients with $230M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
6 advisors
Number of Clients
527 clients
Average Client Portfolio
$431K average
Assets Under Management
$226.9M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $500K1.25%
$500K - $1.0M1.10%
$1.0M - $2.0M1.00%
$2.0M - $5.0M0.80%
$5M+0.60%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Temperance, MI

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Christopher owns Mattress by Appointment since 2021, a part-time business. This requires about 60 hours per month.

Employment History
Current Registrations
Structured Wealth Management, INC.
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
The Huntington Investment Company
September 2013 - August 2014 · 11 mos
PNC Investments
February 2011 - July 2011 · 5 mos
State Registrations2 states
MIOH
Advisor

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
No exam information available for this advisor.