Christopher Carrillo
Christopher Carrillo is a registered investment advisor at Exodus Wealth, LLC, based in Wildwood, MO, 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 Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 2,249 clients with $480M 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 $500K | 2.00% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.35% |
| $1M+ | 1.20% |
Fees are negotiable.
Fee Estimator
Location
Wildwood, MO
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 is a brokerage insurance agent with MassMutual, selling life insurance, annuities, disability insurance (DI), and long-term care insurance (LTC). This takes about a quarter of his time, with an additional 30 hours spent on trading.
Employment History
Current Registrations
Exodus Wealth, LLC
Previous Registrations
Fortune Financial Services, INC.Broker
Prosperity Wealth Management, INC.
Signator Investors, INC.Broker
Signator Investors, INC.
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
MML Investors Services, LLC
MML Investors 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.
Exams
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