CN
CN

Christopher Nowack

15 Years of Experience
Scottsdale, AZ
Sells Insurance

Christopher Nowack is a registered investment advisor at Trajan Wealth, L.L.C., based in Scottsdale, AZ, 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 Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 10,633 clients with $2.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
47 advisors
Number of Clients
10,633 clients
Average Client Portfolio
$245K average
Assets Under Management
$2.6B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Standard annual fees generally range from 0.50% to 1.50%, but may range between 1.50% and 2.00% for smaller accounts or complex relationships. Fees are negotiable.

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

18700 North Hayden Road, Suite 470, Scottsdale, AZ, 85255

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Christopher owns MUNO, LLC, DIAMOND LAKE ESTATE, L.L.C, and DELCOA INC, all for-profit businesses. He is also a realtor and an insurance agent, dedicating minimal time to real estate and about 10-20% of his time to insurance sales.

Employment History
Current Registrations
Trajan Wealth, L.L.C.
February 2020 - Present · 6 yrs 8 mos
Previous Registrations
LPL Financial LLCBroker
February 2018 - March 2020 · 2 yrs 1 mo
LPL Financial LLC
February 2018 - March 2020 · 2 yrs 1 mo
Ta-Check Financial LTD.
December 2017 - February 2021 · 3 yrs 2 mos
Sii Investments, INC.
August 2017 - February 2018 · 6 mos
Sii Investments, INC.Broker
August 2017 - February 2018 · 6 mos
Client One Securities LLC
February 2012 - August 2017 · 5 yrs 6 mos
Client One Securities LLCBroker
February 2012 - August 2017 · 5 yrs 6 mos
Sii Investments, INC.
August 2011 - February 2012 · 6 mos
Sii Investments, INC.Broker
May 2011 - February 2012 · 9 mos
State Registrations1 state
AZ
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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