Christopher Wilkinson
Christopher Wilkinson is a registered investment advisor at Aegis Wealth Management, INC., based in Holladay, UT, 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, Insurance Planning, and 3 more. Their firm serves 2,350 clients with $220M 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 $500K | 2.15% |
| $500K - $1.0M | 2.05% |
| $1.0M - $2.5M | 1.80% |
| $2.5M+ | 1.80% |
Fees for amounts over $2.5 million are negotiable. Accounts also incur a $35 annual software and reporting fee unless under $5,000. Assets managed by Portfolio Medics are subject to a 2.60% annual fee.
Fee Estimator
Location
4685 S Highland Drive, Suite 224-E, Holladay, UT, 84117
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 ActivitiesSells Insurance
Christopher is involved with retirement plans through 401kaim, dedicating about 10-20% of his time. He also sells life and annuity products with multiple carriers, spending about a quarter of his time, and sells Medicare plans, spending a few hours per week.
Employment History
Current Registrations
Aegis Wealth Management, INC.
Previous Registrations
Resources Investment Advisors
Triad Advisors LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Liberty Life Securities 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.
Exams
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