Christopher Wise
Christopher Wise is a CFP-designated registered investment advisor at Mutual Advisors, LLC, based in Kingwood, TX, with 10 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 9,473 clients with $8.5B 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% |
Annual management fee ranges up to 2.00% and is negotiable. Fees can be structured as a flat percentage, tiered schedule, or linear schedule. American Funds accounts range from 0.25% to 1.25%.
Fee Estimator
Location
1801 Kingwood Dr, Ste 160, Kingwood, TX, 77339
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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 is involved in several business activities, including personal training (currently inactive), operating Alive & Well (music production/entertainment), managing Wise Capital Partners LLC, serving as CMO for SBA Loan Guy, and managing Wise Up Ventures LLC (a holding company). Christopher also works as an independent insurance agent using life insurance products for various planning purposes.
Employment History
Current Registrations
Mutual Advisors, LLC
Mutual Securities, INC.Broker
Mutual Securities, INC.
Previous Registrations
Fulcrumeq
Northstar Securities, LLCBroker
Jackson National Life Distributors LLCBroker
Curian Capital, LLC
Wfg Advisors, LP
Wfg Investments, INC.Broker
State Registrations11 states
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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