CE
CE

Christopher Emde

18 Years of Experience
Bloomfield Hills, MI
BrokerSells Insurance

Christopher Emde is a registered investment advisor at Emde Wealth Management LLC, based in Bloomfield Hills, MI, with 18 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 2 more. Their firm serves 80 clients with $47M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
80 clients
Average Client Portfolio
$588K average
Assets Under Management
$47.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7 West Square Lake Road, Bloomfield Hills, MI, 48302

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Christopher is a licensed insurance agent selling health/life insurance and fixed annuities, dedicating a few hours per week. He also owns Emde Wealth Management, LLC, an investment advisory firm, dedicating about 10-20% of his time.

Employment History
Current Registrations
Emde Wealth Management LLC
September 2016 - Present · 9 yrs 8 mos
Regulus Financial Group, LLCBroker
September 2016 - Present · 9 yrs 8 mos
Previous Registrations
Gregory J. Schwartz & CO., INC.
January 2010 - October 2016 · 6 yrs 9 mos
Gregory J. Schwartz & CO., INC.Broker
March 2009 - October 2016 · 7 yrs 7 mos
Wachovia Securities, LLC
October 2007 - February 2009 · 1 yr 4 mos
Wachovia Securities, LLCBroker
August 2007 - February 2009 · 1 yr 6 mos
State Registrations1 state
MI
AdvisorBrokerBoth

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.
Christopher Emde - Financial Advisor | TrueAdvisor