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CFP
CP
CFP

Christopher Pawlowski

Wellspring Advisors, INC.
11 Years of Experience
Hillsboro, OR
View SEC Summary
View SEC Summary

Christopher Pawlowski is a CFP-designated registered investment advisor at Wellspring Advisors, INC., based in Hillsboro, OR, with 11 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 271 clients with $150M in assets under management.

Wellspring Advisors, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
271 clients
Average Client Portfolio
$562K average
Assets Under Management
$152.2M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.15%
$1.0M - $3.0M1.00%
$3.0M - $4.0M0.85%
$4.0M - $5.0M0.75%
$5.0M - $10.0M0.60%
$10M+0.50%

Fees are negotiable based on the scope of work and assets placed under management. Household accounts may be combined at the firm's discretion to reach breakpoints.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4660 NE Belknap Court, Suite 221, Hillsboro, OR, 97124

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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
Wellspring Advisors, INC.
October 2020 - Present · 6 yrs
Previous Registrations
Kms Financial Services, INC
February 2020 - October 2020 · 8 mos
Kms Financial Services, INC.Broker
February 2020 - October 2020 · 8 mos
Ameriprise Financial Services, INC.
February 2015 - September 2019 · 4 yrs 7 mos
Ameriprise Financial Services, INC.Broker
December 2014 - September 2019 · 4 yrs 9 mos
State Registrations2 states
ORTX
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.
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