Christopher Szalay is a registered investment advisor at Wiseowl Capital, LLC, based in The Woodlands, TX, 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 Financial Planning & Coaching, Investment Management. Their firm serves 33 clients with $38M 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 $3.0M | 1.25% |
| $3.0M - $10.0M | 1.00% |
| $10M+ | 0.85% |
Fees are negotiable and may be lower based on client circumstances.
Fee Estimator
Location
The Woodlands, TX
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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 Activities
Christopher owns Find Me Value Investment Research, LLC, which provides investment research for a fixed fee. He spends minimal time on this activity, as it directly relates to his investment research for WiseOwl Capital.
Employment History
Current Registrations
Wiseowl Capital, LLC
Previous Registrations
Questar Asset Management, INC.
Securian Financial Services, INC.
State Registrations1 state
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