Christopher Schuch is a CFP-designated registered investment advisor at Mariner Wealth, based in Berwyn, PA, with 15 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 44,528 clients with $99B 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 $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Quarterly minimum fee of $1,875. All fee arrangements are subject to negotiation.
Fee Estimator
Location
1055 Westlakes Dr, 3rd Fl, Berwyn, PA, 19312
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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 serves as a board member for Avon Grove Wildcats Girls Lacrosse, a non-profit organization. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Mariner Wealth
Previous Registrations
Cliftonlarsonallen Wealth Advisors, LLCBroker
Valmark Securities, INC.Broker
Cliftonlarsonallen Wealth Advisors, LLC
J.P. Morgan Securities LLCBroker
State Registrations3 states
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