Christopher Massman
Christopher Massman is a registered investment advisor at Index Wealth Advisors, LLC, based in Overland Park, KS, with 16 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 116 clients with $33M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.55% |
| $100K - $250K | 1.25% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.70% |
| $1M+ | 0.60% |
Advisory fee is negotiable.
Fee Estimator
Location
5440 West 110th Street, Suite 300, Overland Park, KS, 66211
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 →Other Business Activities
Christopher works as a trailer salesman, calling on transportation companies. This activity is not investment-related and takes about half of his time during securities trading hours.
Employment History
Current Registrations
Index Wealth Advisors, LLC
Previous Registrations
Vsr Advisory Services
Waddell & Reed, INC.
State Registrations2 states
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