Christopher Szydlowski is a CFA-designated registered investment advisor at Jlb & Associates INC, based in Plymouth, MI, 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 Investment Management. Their firm serves 291 clients with $890M 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 $200K | 1.00% |
| $200K - $500K | 0.80% |
| $500K - $1.0M | 0.70% |
| $1M+ | 0.50% |
Fees are billed quarterly in arrears. Fees are not negotiable.
Fee Estimator
Location
44670 Ann Arbor Rd, Ste 190, Plymouth, MI, 48170-4088
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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 →Employment History
Current Registrations
Jlb & Associates INC
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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