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Christopher Robbins

13 Years of Experience
Ann Arbor, MI

Christopher Robbins is a registered investment advisor at Grand Street Wealth Management, LLC, based in Ann Arbor, MI, with 13 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 10 clients with $8.1M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
10 clients
Average Client Portfolio
$808K average
Assets Under Management
$8.1M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.95%
$1.0M - $3.0M0.75%
$3.0M - $5.0M0.55%
$5M+0.35%

Fees are negotiable depending on client needs and complexity.

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

Ann Arbor, MI

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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 is a pilot with Delta Airlines, dedicating a few hours per week to this role.

Employment History
Current Registrations
Grand Street Wealth Management, LLC
November 2012 - Present · 13 yrs 6 mos
State Registrations1 state
MI
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.
Christopher Robbins - Financial Advisor | TrueAdvisor