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CFP
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CFP

Christopher Schuch

Mariner
16 Years of Experience
Berwyn, PA
View SEC Summary
View SEC Summary

Christopher Schuch is a CFP-designated registered investment advisor at Mariner, based in Berwyn, PA, 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 Alternative Investments, Annuities, Business Owners, Charitable Giving, and 11 more. Their firm serves 55,512 clients with $130B in assets under management.

Mariner
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
985 advisors
Number of Clients
55,512 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$125.4B

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $5.0M1.00%
$5.0M - $10.0M0.80%
$10M+0.60%

Fees are subject to negotiation. Subject to a minimum quarterly fee of $1,875. Certain alternative strategies and specialized accounts may incur separate strategy fees or third-party manager fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1055 Westlakes Dr, 3rd Fl, Berwyn, PA, 19312

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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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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
February 2021 - Present · 5 yrs 8 mos
Previous Registrations
Cliftonlarsonallen Wealth Advisors, LLCBroker
June 2015 - January 2021 · 5 yrs 7 mos
Valmark Securities, INC.Broker
November 2013 - June 2015 · 1 yr 7 mos
Cliftonlarsonallen Wealth Advisors, LLC
May 2012 - January 2021 · 8 yrs 8 mos
J.P. Morgan Securities LLCBroker
April 2010 - March 2012 · 1 yr 11 mos
State Registrations3 states
MDPAVA
Advisor

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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