Chris Goldner
Chris Goldner is a registered investment advisor at Asset Allocation Strategies, LLC, based in Ludington, MI, with 14 years of industry experience. Chris is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 4,394 clients with $1B 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% |
The maximum annual fee is 2% of assets under management. Fees are negotiable from client to client.
Fee Estimator
Location
108 S Rath, Suite 202, Ludington, MI, 49431
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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
Chris is involved in several business activities, including short-term rental property management, bookkeeping for MiWEST Financial LLC, and working as an insurance agent for GLP & Associates selling life insurance and annuities. He also works as an Investment Advisor Representative (IAR) for Asset Allocation Strategies, LLC, dedicating about half of his time to this role.
Employment History
Current Registrations
Asset Allocation Strategies, LLC
Glp Investment Services, LLCBroker
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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