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Christopher Perry

Advice and Planning Services
17 Years of Experience
Knoxville, TN
1 DisclosureBroker
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Christopher Perry is a registered investment advisor at Advice and Planning Services, based in Knoxville, TN, with 17 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 72,503 clients with $38B in assets under management.

Advice and Planning Services
Compensation
Fee-Only (% of Portfolio)
Firm Size
1692 advisors
Number of Clients
72,503 clients
Average Client Portfolio
$523K average
Assets Under Management
$37.9B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.15%

Rates vary by managed account program. TIAA Portfolio Advisor uses a tiered schedule ranging from 1.15% down to 0.40% annually. Private Asset Management ranges from 0.90% down to 0.40% for blended portfolios plus transaction costs, and 0.15% for fixed income portfolios plus transaction costs.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Knoxville, TN

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History

Regulatory History (1)
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Regulatory
November 2014
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Advice and Planning Services
April 2024 - Present · 2 yrs 6 mos
Tiaa-Cref Individual & Institutional Services, LLC
May 2011 - Present · 15 yrs 5 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
May 2011 - Present · 15 yrs 5 mos
Previous Registrations
Advice and Planning Services
November 2015 - April 2024 · 8 yrs 5 mos
Chase Investment Services CORP.Broker
October 2009 - April 2011 · 1 yr 6 mos
Wachovia Securities, LLCBroker
June 2008 - July 2008 · 1 mo
State Registrations14 states
AZFLIAILKSMNMONENVNYTNTXWAWI
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.
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