Christopher Seil is a registered investment advisor at Charles Schwab & CO., INC., based in Westlake, TX, 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, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
3000 Schwab Way, Westlake, TX, 76262
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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 is an advisory board member for the Analytics Program at UT Arlington and an adjunct professor at the University of North Texas, teaching advanced data analytics. He also serves on the board of directors for Hope Cottage Pregnancy & Adoption Center, dedicating minimal time to each of these roles.
Employment History
Current Registrations
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Previous Registrations
TD Ameritrade Clearing, INC.Broker
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Associated Investment Services, INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Fidelity Brokerage Services LLCBroker
Strategic Advisers, INC.
Fidelity Investments Institutional Services Company, INC.Broker
Fidelity Brokerage Services LLCBroker
Banc One Securities CorporationBroker
Wm Financial Services, INC.Broker
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.