Christopher Recker is a registered investment advisor at Aza Capital Management, based in Chicago, IL, with 18 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 345 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Advisory fees generally range from 0.40% to 1.20% per year depending on services rendered and are negotiable for larger or more complex relationships.
Fee Estimator
Location
141 W Jackson Blvd, Suite 3332, Chicago, IL, 60604
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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 →Other Business Activities
Christopher owns Atmos, LLC since 2019, which maintains an off-site office location for Insight 2811, Inc. He spends minimal time per month on bookkeeping and maintaining the company's location.
Employment History
Current Registrations
Aza Capital Management
Previous Registrations
Interocean Capital, LLC
Kovitz Investment Group, LLC
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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