CFA

Christopher Robbins

10 Years of Experience

Cincinatti, OH

1 Disclosure

Christopher Robbins is a CFA-designated registered investment advisor at Bartlett & CO. Wealth Management LLC, based in Cincinatti, OH, with 10 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 2,257 clients with $9.4B in assets under management.

Bartlett & CO. Wealth Management LLC

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

34 advisors

Number of Clients

2,257 clients

Average Client Portfolio

$4.2M average

Assets Under Management

$9.4B

Fee Structure

Minimum Investment:$2M

Planning is included in investment management (also available separately)

Portfolio-Based Fees (Tiered)

Portfolio Value	Annual Fee
Up to $2.0M	1.00%
$2.0M - $7.0M	0.75%
$7M+	0.50%

Fees are negotiable. Bartlett does discount or waive fees for employees, family members, or friends of the firm at our sole discretion.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

View Full SEC Brochure

Location

600 Vine Street, Suite 2100, Cincinatti, OH, 45202

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Criminal

April 2007

Final Disposition

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Bartlett & CO. Wealth Management LLC

April 2018 - Present · 8 yrs 1 mo

Previous Registrations

Bartlett & CO. LLC

March 2018 - April 2018 · 1 mo

Waddell & Reed, INC.

September 2007 - October 2009 · 2 yrs 1 mo

State Registrations1 state

Advisor

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

No exam information available for this advisor.

More financial advisors in Cincinatti, OH →All financial advisors in Ohio →