Christopher Leivermann
Christopher Leivermann is a registered investment advisor at Tradition Wealth Management LLC, based in Edina, MN, with 12 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,162 clients with $2B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K+ | 1.50% |
Fees are negotiable and may vary by advisor.
Fee Estimator
Location
7601 France Avenue South, Suite 100, Edina, MN, 55435
Get directionsHistory
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
Christopher works as an investment advisor representative (IAR) for Tradition Wealth Management full-time. He also works as an independent insurance agent, selling life, disability, and long-term care insurance products a few hours per week. Christopher also holds Power of Attorney for his father.
Employment History
Current Registrations
Tradition Wealth Management LLC
Previous Registrations
Concourse Financial Group Securities, INC.Broker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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.