CP
CFA · CFP
CP
CFA · CFP

Christopher Paleologus

12 Years of Experience
Marlton, NJ

Christopher Paleologus is a CFA, CFP-designated registered investment advisor at Hightower Advisors, LLC, based in Marlton, NJ, with 12 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, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 64,035 clients with $200B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1045 advisors
Number of Clients
64,035 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$198.6B

Fee Structure

Planning is included in investment management (also available separately)

Hightower Advisors charges fees that vary depending on the specific advisor and service used, typically calculated as a percentage of your portfolio. Fees may be structured as a flat percentage or through tiered rates where the percentage changes based on the size of your investments. Fees are generally billed quarterly or monthly, either in advance or in arrears. Specific fee schedules, minimum account sizes, and minimum annual fees are determined by individual advisor practices.

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Location

525 Route 73 North, Suite 312, Marlton, NJ, 08053

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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
Hightower Advisors, LLC
August 2023 - Present · 3 yrs 2 mos
Previous Registrations
Meyer Capital Group
January 2022 - September 2023 · 1 yr 8 mos
Blue Bell Private Wealth Management, LLC
October 2020 - December 2021 · 1 yr 2 mos
Wealth Enhancement Advisory Services, LLC
October 2019 - November 2020 · 1 yr 1 mo
Aepg Wealth Strategies
November 2017 - October 2019 · 1 yr 11 mos
Blue Bell Private Wealth Management, LLC
April 2014 - October 2017 · 3 yrs 6 mos
State Registrations1 state
NJ
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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