Christopher Wahl
Christopher Wahl is a CFP-designated registered investment advisor at Newedge Advisors, based in Los Angeles, CA, with 10 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 42,946 clients with $27B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NewEdge Advisors manages investments through a wrap fee program. Clients pay a single annual fee, not to exceed 2.50%, which covers investment advice and custodial transaction costs. The fee is calculated based on the value of the account and is billed quarterly in advance. Fees are negotiable. Clients may pay more for the wrap fee service than they would for non-wrap services, depending on their account's trading activity.
Location
Los Angeles, CA
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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 conducts advisory services through NewEdge Advisors, LLC as an investment advisor representative, dedicating full-time hours to this activity. He is also a licensed insurance agent/broker and may offer insurance products, potentially creating a conflict of interest that he will mitigate by acting in the client's best interest.
Employment History
Current Registrations
Newedge Advisors
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
Manhattan West Asset Management, LLC
Morton Capital Management, LLC
Cais Capital LLCBroker
UBS Financial Services INC.Broker
Purshe Kaplan Sterling InvestmentsBroker
National Planning CorporationBroker
Planmember Securities CorporationBroker
State Registrations1 state
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