Christopher Groeber
Christopher Groeber is a CFP-designated registered investment advisor at Independence Square Holdings, LLC, based in King of Prussia, PA, with 22 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 8 more. Their firm serves 2,648 clients with $1.8B 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 | 2.50% |
Maximum annual fee is up to 2.50%. Fees are generally negotiable and set forth in the client agreement.
Fee Estimator
Location
150 South Warner Road, Suite 300, King of Prussia, PA, 19406
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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 uses Highland Capital Brokerage, Kistler Tiffany Benefits, and One Resource Group as brokers for insurance business, including life, disability, and long-term care insurance, spending about 10-20% of his time on these activities. He also dedicates full-time hours to Groeber Wealth Management LLC, Independence Square Advisors, and Independence Square Holdings LLC.
Employment History
Current Registrations
Independence Square Holdings, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Private Advisor Group, LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations4 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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