Christopher White
Christopher White is a registered investment advisor at Bellingrath Wealth Management, L.L.C., based in New Orleans, LA, with 17 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 210 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bellingrath Wealth Management offers investment management services where the annual advisory fee is negotiable, up to 1.5% of the total assets managed. The fee is based on factors like the amount of assets, complexity, and scope of services. They may combine accounts for families to determine a fee. The fee is calculated by the custodian based on the gross market value of the account on the last day of the previous quarter.
Bellingrath also uses LPL Financial's programs, which have different fee structures:
- Model Wealth Portfolios (MWP): Up to 2.35% advisory fee and up to 0.60% manager fee, for a maximum of 2.95% annually.
- Optimum Market Portfolios (OMP): Up to 2.50% advisory fee.
Location
6065 Magazine Street, New Orleans, LA, 70118
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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 has a DBA called Bellingrath Wealth Management & Employee Benefits since 2010. He also engages in non-variable insurance activities under Bellingrath Wealth Management & Employee Benefits and owns Oliver's Place, LLC, a real estate rental, spending minimal time on it.
Employment History
Current Registrations
Bellingrath Wealth Management, L.L.C.
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations20 states
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