Christopher Mise
Christopher Mise is a registered investment advisor at Generouswealth, LLC, based in Summerville, SC, 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 Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 305 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Location
105 S Cedar Street, Suite D, Summerville, SC, 29483
Get directionsHistory
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 ActivitiesSells Insurance
Christopher is affiliated with Compass Investment Advisors, LLC and Independent Advisor Alliance as a registered investment advisor. He also sells non-variable insurance products like life and long-term care, dedicates minimal time to real estate rental, and is a registered notary for the state of South Carolina.
Employment History
Current Registrations
Generouswealth, LLC
Previous Registrations
Independent Advisor Alliance, LLC
LPL Financial LLCBroker
Intervest International Equities CorporationBroker
Intervest International, INC.
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations4 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.