Chris Wheeler is a registered investment advisor at Intirety, LLC, based in Bellevue, WA, with 15 years of industry experience. Chris operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 657 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Intirety charges a percentage-based fee for managing your investments, plus administrative and operational costs, and an annual account fee. Accounts managed with discretion are charged 1% plus .45% on the first $50,000 and .25% on assets over $50,000, plus a $40 annual fee. Accounts managed without discretion are charged .45% on the first $50,000 and .25% on assets over $50,000, plus a $40 annual fee. The Investment Advisor Representative may also offer to manage the assets for a fixed fee not to exceed 1.45% for discretionary accounts and .45% for non-discretionary accounts.
Location
10900 NE 4th Street, Suite 2300, Bellevue, WA, 98004
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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
Chris sells fixed annuities and life insurance, dedicating approximately 40 hours per week to this activity. He has been selling life insurance since 2017.
Employment History
Current Registrations
Intirety, LLC
Previous Registrations
Gwn Securities INC.
Gwn Securities INC.Broker
AXA Advisors, LLCBroker
State Registrations2 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.