CL
CFA · CFP
CL
CFA · CFP

Christine Luper

16 Years of Experience
Fairbanks, AK
Broker

Christine Luper is a CFA, CFP-designated registered investment advisor at Edward Jones, based in Fairbanks, AK, with 16 years of industry experience. Christine is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

100 Cushman Street, Suite 401, Fairbanks, AK, 99701-4661

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Edward Jones
June 2012 - Present · 14 yrs 4 mos
Edward JonesBroker
June 2012 - Present · 14 yrs 4 mos
Previous Registrations
Wells Fargo Advisors, LLC
January 2011 - April 2012 · 1 yr 3 mos
Wells Fargo Advisors, LLCBroker
January 2011 - April 2012 · 1 yr 3 mos
Wells Fargo Investments, LLC
May 2010 - January 2011 · 8 mos
Wells Fargo Investments, LLCBroker
April 2010 - January 2011 · 9 mos
State Registrations20 states
AKAZCAFLIDINKSMAMDMIMOMTNVORPATNTXWAWIWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
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