CE
CFP
CE
CFP

Christopher Eaton

14 Years of Experience
Tiffin, OH
Broker

Christopher Eaton is a CFP-designated registered investment advisor at Fifth Third Securities, INC., based in Tiffin, OH, with 14 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 43,031 clients with $9.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
918 advisors
Number of Clients
43,031 clients
Average Client Portfolio
$212K average
Assets Under Management
$9.1B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $500K1.35%
$500K - $750K1.25%
$750K - $1.0M1.10%
$1.0M - $2.0M1.00%
$2M+0.80%

Fees are negotiable. In the Passageway One Program, if the client selects to receive the Tax Overlay Service, this optional service has an additional fee on top of the Passageway Program Standard Fee Schedule.

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

513 Market Street, Tiffin, OH, 44883

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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 Activities

Christopher owns rental property in Findlay, OH, and dedicates a few hours per week to it. This activity is not securities related and will not interfere with his duties at the firm.

Employment History
Current Registrations
Fifth Third Securities, INC.Broker
February 2018 - Present · 8 yrs 5 mos
Fifth Third Securities, INC.
February 2018 - Present · 8 yrs 5 mos
Previous Registrations
LPL Financial LLCBroker
December 2014 - March 2018 · 3 yrs 3 mos
LPL Financial LLC
December 2014 - March 2018 · 3 yrs 3 mos
Infinex Investments, INC.
January 2013 - December 2014 · 1 yr 11 mos
Infinex Investments, INC.Broker
September 2012 - December 2014 · 2 yrs 3 mos
Nylife Securities LLCBroker
February 2012 - September 2012 · 7 mos
State Registrations18 states
ALAZCOFLGAINLAMDMINCNYOHSCSDTNTXWIWY
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.