Chris Hemmelgarn is a registered investment advisor at Shaker Investments, based in Beachwood, OH, with 13 years of industry experience. Chris operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 160 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Shaker Investments' annual fees for managing your investments are a percentage of the value of your portfolio. The fees generally range from 0.75% for Asset Allocation strategy accounts to 1.0% for Fundamental Growth and Small Cap Growth accounts. These fees are charged quarterly, based on the portfolio's value at the end of the previous quarter. A minimum of $50,000 is required to establish an account management relationship, but this is negotiable.
Location
3201 Enterprise Parkway, Suite 310, Beachwood, OH, 44122-7337
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 →Employment History
Current Registrations
Shaker Investments
Previous Registrations
Barclays Capital INC.Broker
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.