Christopher Burns is a registered investment advisor at Quincy Wells Advisors, LLC, based in Chicago, IL, with 9 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, Financial Planning & Coaching, and 3 more. Their firm serves 78 clients with $45M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Great Point Advisors charges a percentage of your portfolio, an hourly rate, or a flat fee for wealth management services or financial planning. The fees are tailored to the specific services provided. When a client is using a fixed fee only service, there are additional fees the client will pay for, including reporting fees, custodial fees, transaction fees and third-party money manager fees.
Location
145 South Wells, Ste 1301, Chicago, IL, 60606
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Regulatory History (1)
Criminal
March 1999Other Business Activities
Christopher is an independent contractor/financial advisor for Holborn Assets and an independent contractor/analyst for Farrell Properties. He also owns Quema Capital, which provides financial services including investment management and acting as a broker for construction debt financing. He dedicates about a quarter of his time to managing investments for clients through Quema Capital.
Employment History
Current Registrations
Quincy Wells Advisors, LLC
Great Point Capital LLCBroker
Previous Registrations
Walton Re Securities, LLCBroker
Great Point Capital LLCBroker
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.