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Christopher Sagan

Gladstone Wealth Partners
13 Years of Experience
Schaumburg, IL
BrokerSells Insurance
View SEC Summary
View SEC Summary

Christopher Sagan is a CFP-designated registered investment advisor at Gladstone Wealth Partners, based in Schaumburg, IL, with 13 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 8,385 clients with $5.7B in assets under management.

Gladstone Wealth Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
106 advisors
Number of Clients
8,385 clients
Average Client Portfolio
$678K average
Assets Under Management
$5.7B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum investment management fee is 2.00% of assets under management. Fees are negotiable and may vary based on account size, complexity, and scope of services.

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

1901 N Roselle Rd. Suite 700, Schaumburg, IL, 60195

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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 ActivitiesSells Insurance

Christopher operates under several DBAs for his LPL business and provides investment advisory services through Gladstone Institutional Advisory LLC, dedicating nearly full-time hours to this. He also spends minimal time on non-variable insurance through Book of Brokers and Ash Brokerage.

Employment History
Current Registrations
Gladstone Wealth Partners
June 2021 - Present · 5 yrs 4 mos
LPL Financial LLC
June 2021 - Present · 5 yrs 4 mos
LPL Financial LLCBroker
June 2021 - Present · 5 yrs 4 mos
Previous Registrations
UBS Financial Services INC.
December 2015 - June 2021 · 5 yrs 6 mos
UBS Financial Services INC.Broker
November 2015 - June 2021 · 5 yrs 7 mos
Walleye Trading LLCBroker
September 2012 - November 2014 · 2 yrs 2 mos
Nolita Capital, LLCBroker
May 2011 - February 2012 · 9 mos
State Registrations10 states
AZCACOFLGAILNHOHOKTX
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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