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Christopher Grasmick

21 Years of Experience
Spokane, WA

Christopher Grasmick is a registered investment advisor at Vickerman Investment Advisors, INC., based in Spokane, 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 431 clients with $630M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
431 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$632.3M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.75%
$3M+0.50%

Fees may be negotiated based on individual client circumstances, familial relationships, complexity of relationship, existing client, etc. Some existing clients are on a lower fee schedule.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4102 S Regal Street, Suite 202, Spokane, WA, 99223

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Christopher is a volunteer member of the Investment Advisory Committee for Eastern Washington University. He spends minimal time on this activity.

Employment History
Current Registrations
Vickerman Investment Advisors, INC.
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
Advice and Planning Services
November 2010 - April 2021 · 10 yrs 5 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
December 2007 - April 2021 · 13 yrs 4 mos
Financial Network Investment Corporation
February 2006 - January 2007 · 11 mos
Financial Network Investment CorporationBroker
February 2004 - January 2007 · 2 yrs 11 mos
Linsco/private Ledger CORP.Broker
November 2002 - October 2003 · 11 mos
State Registrations2 states
TXWA
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.