Christopher Lawes
Christopher Lawes is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in St Louis Park, MN, with 22 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
4501 Minnetonka Blvd, Suite 200, St Louis Park, MN, 55416-4091
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Regulatory History (1)
Regulatory
October 2018Other Business ActivitiesSells Insurance
Christopher is an insurance agent selling life, disability, long-term care, fixed annuities, and indexed annuities, dedicating about 10-20% of his time to this activity. He also owns Lawes Financial Services, an S-Corp used to receive advisory compensation, but spends minimal time on it.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
AXA Advisors, LLCBroker
State Registrations13 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.