Christopher Dorsey is a registered investment advisor at Slagle Financial, LLC., based in Edwardsville, IL, with 14 years of industry experience. Christopher 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. Their firm serves 1,395 clients with $320M 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 $750K | 1.75% |
| $750K - $1.5M | 1.55% |
| $1.5M - $3.0M | 1.45% |
| $3.0M - $6.0M | 1.25% |
| $6.0M - $10.0M | 1.00% |
| $10M+ | 0.85% |
Fees are negotiable. Existing clients may be charged according to prior published fee schedules.
Fee Estimator
Location
419 St. Louis Street, Edwardsville, IL, 62025
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 an insurance agent for Peak Insurance Agency, Inc.
Employment History
Current Registrations
Slagle Financial, LLC.
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.