RC
RC
Robert Christian
17 Years of Experience
Woodstock, GA
1 DisclosureBroker
Robert Christian is a registered investment advisor at Wells Fargo Advisors, based in Woodstock, GA, with 17 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
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Location
12172 Highway 92, Woodstock, GA, 30188
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
June 2013Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
October 2013 - Present · 12 yrs 11 mos
Wells Fargo Advisors
October 2013 - Present · 12 yrs 11 mos
Previous Registrations
E*trade Securities LLCBroker
June 2013 - October 2013 · 4 mos
J.P. Morgan Securities LLC
October 2012 - June 2013 · 8 mos
J.P. Morgan Securities LLCBroker
October 2012 - June 2013 · 8 mos
Chase Investment Services CORP.
June 2010 - October 2012 · 2 yrs 4 mos
Chase Investment Services CORP.Broker
May 2010 - October 2012 · 2 yrs 5 mos
E*trade Capital Management, LLC
January 2010 - May 2010 · 4 mos
E*trade Securities LLCBroker
July 2008 - May 2010 · 1 yr 10 mos
State Registrations10 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.