Christopher Schaefer
Christopher Schaefer is a CFP-designated registered investment advisor at Mv Capital Management, INC., based in Bethesda, MD, 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 511 clients with $1.3B 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 $1.0M | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $7.5M | 0.85% |
| $7.5M - $10.0M | 0.80% |
| $10.0M - $12.5M | 0.75% |
| $12.5M - $15.0M | 0.70% |
| $15.0M - $17.5M | 0.65% |
| $17.5M - $20.0M | 0.60% |
| $20M+ | 0.60% |
Fees for over $20 million are individually assessed. MVCM's fee and minimum account requirements are negotiable in its discretion.
Fee Estimator
Location
4520 East West Highway, Suite 400, Bethesda, MD, 20814
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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 ActivitiesSells Insurance
Christopher is a financial advisor at MV Capital Management, Inc. and an insurance agent at MV Financial Group, selling fixed, life, disability, health, and group insurance. He also does business consulting and exit planning through MV Financial Group, and is the treasurer of a social club.
Employment History
Current Registrations
Mv Capital Management, INC.
Previous Registrations
Gv Capital Management,inc.
State Registrations1 state
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.