Christopher Huston is a registered investment advisor at Vertex Partners, based in Downers Grove, IL, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 819 clients with $830M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vertex Partners offers investment management services for an annual fee based on the value of your portfolio. The fee ranges from 0.30% to 2.00% per year, depending on the size and composition of your portfolio, the services provided, and who is providing the services. The fee is charged quarterly, in advance.
Location
3000 Woodcreek Drive, Suite 100, Downers Grove, IL, 60515
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Christopher operates Vertex Planning Partners as a DBA for his LPL business, dedicating about a quarter of his time. He also provides investment advisory services through Vertex Partners, an independent investment advisor firm, spending nearly full-time hours on this activity, and is associated with Aspire Planning Group, LLC, spending minimal time.
Employment History
Current Registrations
Vertex Partners
Previous Registrations
Highpoint Planning Partners
Highpoint Planning Partners
LPL Financial LLCBroker
Northern Trust Securities, INC.Broker
Chase Investment Services CORP.Broker
H&r Block Financial Advisors, INC.Broker
State Registrations1 state
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