Christopher Berry is a registered investment advisor at Go Wealth Management, based in Elmira, OR, with 3 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 7 more. Their firm serves 519 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is 2.00%, and fees are negotiable. Financial planning is included with investment management.
Fee Estimator
Location
Elmira, OR
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 Activities
Christopher is a CPA/Secretary at Principle Accounting PC, a full-service accounting practice, dedicating nearly full-time hours. He is also involved with several real estate and business ventures, including 3-Star Rentroll LLC, Star Meat Company, Inc., and ApleBerry Ventures, LLC, dedicating minimal time to each.
Employment History
Current Registrations
Go Wealth Management
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
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
More Advisors
- Douglas Richards, CFP, ChFCCrest Financial, LLC