Christopher James Jennings

CFP

Wealthspire Advisors

6 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth

Wealthspire Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

186 advisors

Number of Clients

8,760 clients

Average Client Portfolio

$2.9M average

Assets Under Management

$25.8B

Fee Structure

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $2.0M	1.20%
$2.0M - $5.0M	0.87%
$5.0M - $10.0M	0.75%
$10.0M - $25.0M	0.50%
$25M+	0.40%

Wealthspire Advisors reserves the right to negotiate each fee, including minimum fees.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Contact

Christopher James Jennings

Location

521 Fifth Avenue, 15th Floor, New York, NY, 10175

Get directions

History

Regulatory History (1)

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Employment Separation After Allegations

October 2015

View Full SEC Report How to Read Disclosures

Other Business Activities

Christopher is a New York State Notary Public in Westchester County since 2016. This activity requires minimal time and is not investment-related.

Employment History

Current Registrations

Wealthspire Advisors

October 2023 - Present · 2 yrs 4 mos

Previous Registrations

Wealthspire Advisors

August 2021 - November 2023 · 2 yrs 3 mos

J.P. Morgan Securities LLCBroker

October 2014 - November 2015 · 1 yr 1 mo

UBS Financial Services INC.

June 2014 - August 2014 · 2 mos

UBS Financial Services INC.Broker

May 2014 - August 2014 · 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.

Additional Information

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