Christopher Herkert
Christopher Herkert is a registered investment advisor at Founders Financial Securities, LLC, based in Bellingham, WA, with 15 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 Annuities, Business Owners, Corporate Executives, Education Planning, and 8 more. Their firm serves 9,870 clients with $4.1B 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 | 1.70% |
| $1M+ | 1.40% |
Fees vary by program and are negotiable. Maximum rates reach up to 2.75% depending on the specific program selected. The schedule reflects Private Wealth Solutions tiers; other programs charge flat percentage rates up to 2.75%.
Fee Estimator
Location
1200 Old Fairhaven Pkwy Suite 304, Bellingham, WA, 98225
Get directionsHistory
Regulatory History (1)
Criminal
December 1996Other Business ActivitiesSells Insurance
Christopher is an associated person of Founders Financial Securities, LLC and uses the DBA name Herkert & Associates, Inc. He is also an independent agent for life insurance sales, dedicating about 10-20% of his time to these activities.
Employment History
Current Registrations
Founders Financial Securities, LLC
Founders Financial Securities LLCBroker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
State Registrations6 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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