Stephen Christopher
Stephen Christopher is a registered investment advisor at Lonestar Registered Investment Advisors, LLC, based in Mentor, OH, with 11 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,195 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees vary by strategy, ranging from 1.00% to 1.65% total annual fee. Rates are negotiable.
Fee Estimator
Location
7536 Mentor Ave., Mentor, OH, 44060
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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 ActivitiesSells Insurance
Stephen works as an insurance agent for Lifeguard Financial since 2008, dedicating minimal time to this role. He also works as an insurance agent for Lonestar Wealth Management since March 2024, dedicating more than half of his time to this role.
Employment History
Current Registrations
Lonestar Registered Investment Advisors, LLC
Lifeguard Advisors LLC
Previous Registrations
Lifeguard Securities LLC
State Registrations2 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.
Exams
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