Christopher Ciupke
Christopher Ciupke is a CFP-designated registered investment advisor at Roberts, Glore & CO., based in Deerfield, 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 Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 397 clients with $940M 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 | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees are negotiable, especially for larger portfolios or portfolios with specific asset mixes. Fees for non-discretionary accounts may be higher, and fees for portfolios of $10 million or more may be lower. Bond- or fund-centric portfolios have negotiable fees.
Fee Estimator
Location
707 Lake Cook Road, Suite 210, Deerfield, IL, 60015
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 sells fixed insurance products through Roberts, Glore & Co.
Employment History
Current Registrations
Roberts, Glore & CO.
Previous Registrations
Roberts, Glore & CO.
Lasalle St Securities, L.L.C.Broker
State Registrations9 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.
Exams
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