Chris Liebum
Chris Liebum is a registered investment advisor at Ronald A. Bartlett & Associates, LTD, based in Katy, TX, with 21 years of industry experience. Chris operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 144 clients with $14M 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 | 2.00% |
| $500K - $5.0M | 1.73% |
| $500K+ | 1.23% |
Fees are negotiable based on factors such as your financial situation, total assets managed, and service complexity.
Fee Estimator
Location
22136 Westheimer Parkway, PMB 739, Katy, TX, 77450
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
Chris is a licensed health insurance agent appointed with various insurance companies through RIA Wealth Advisor LLC since 2015. Although he sold his primary Farmers Insurance agency, he still holds some residual policies, with his wife assisting, projecting about $85,000 per year in commissions.
Employment History
Current Registrations
Ronald A. Bartlett & Associates, LTD
Strategic Financial Concepts, LLC
Previous Registrations
RIA Wealth Advisors, LLC
RIA Advisors
Farmers Financial Solutions, 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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