CW
CFP · ChFC
CW
CFP · ChFC

Christopher Wiethe

12 Years of Experience
Beechwood, OH
Broker

Christopher Wiethe is a CFP, ChFC-designated registered investment advisor at Park Avenue Securities LLC, based in Beechwood, OH, with 12 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 Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 82,118 clients with $20B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1904 advisors
Number of Clients
82,118 clients
Average Client Portfolio
$238K average
Assets Under Management
$19.6B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.05%
$500K - $1000K2.00%
$1.0M - $2.0M1.95%
$2M+1.90%

Schedule reflects the maximum client fee for the Park Avenue Portfolio Select program. Other wrap fee and third-party programs have varying fee schedules with advisor fees ranging from 0.50% to 1.75% plus platform and manager fees.

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

24500 Chagrin Blvd, Suite 200, Beechwood, OH, 44122

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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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Employment History
Current Registrations
Park Avenue Securities LLCBroker
November 2024 - Present · 1 yr 11 mos
Park Avenue Investment Advisory, LLC
September 2024 - Present · 2 yrs 1 mo
Previous Registrations
Facet
February 2021 - September 2024 · 3 yrs 7 mos
Cliftonlarsonallen Wealth Advisors, LLC
November 2018 - February 2021 · 2 yrs 3 mos
Cliftonlarsonallen Wealth Advisors, LLCBroker
November 2018 - February 2021 · 2 yrs 3 mos
Northwestern Mutual Investment Services,llc
May 2015 - September 2018 · 3 yrs 4 mos
Northwestern Mutual Investment Services, LLCBroker
September 2013 - September 2018 · 5 yrs
State Registrations16 states
CACOCTHIIAILMNNCNVNYOHPASCTXWAWY
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.