Christopher Diederich
Christopher Diederich is a registered investment advisor at Oakbourne Advisors, based in West Chester, PA, with 16 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 481 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.20% |
| $750K - $2.0M | 0.98% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.57% |
| $4.0M - $5.0M | 0.47% |
| $5M+ | 0.18% |
Fees are generally non-negotiable, except for family members and friends of Oakbourne Advisors’s representatives. Certain legacy clients may have different fee schedules.
Fee Estimator
Location
2 West Market Street, Suite 1, West Chester, PA, 19382
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 →Other Business ActivitiesSells Insurance
Christopher is an Investment Advisor Representative (IAR) with Northstar Asset Management dba Oakbourne Advisors, dedicating about half his time to providing investment advisory services. He is also an independent insurance agent for various companies and receives compensation for health insurance referrals, each taking a few hours per week.
Employment History
Current Registrations
Oakbourne Advisors
Purshe Kaplan Sterling Investments
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Blue Rock Avenue One
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations13 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.