Christopher Soileau
Christopher Soileau is a registered investment advisor at Charles Schwab & CO., INC., based in Lafayette, LA, with 20 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
500 Settlers Trace Blvd., Suite 12, Lafayette, LA, 70508
Get directionsHistory
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 →Employment History
Current Registrations
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Previous Registrations
Cetera Advisors LLCBroker
Cetera Advisors LLC
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Hancock Investment Services, INC.
Hancock Investment Services, INC.Broker
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Essex National Securities, INC.
Essex National Securities, INC.Broker
Proequities, INC.Broker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
State Registrations26 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.