Christopher Aldrich
Christopher Aldrich is a registered investment advisor at Integrated Wealth Concepts LLC, based in Waterford, CT, 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 Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 24,777 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrated Partners offers investment management services where fees are negotiated between you and your advisor, ranging from 0.15% to 2.25% annually. The fee depends on factors like the size of your portfolio, whether transaction fees are included, and the complexity of services. Fees are typically based on the value of your portfolio, calculated either as an average daily balance or at the end of the calculation period. Some advisors within Integrated may use a set fee schedule for their clients.
Location
567 Vauxhall Street Extension, Suite 323, Waterford, CT, 06385
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Regulatory History (1)
Criminal
March 2007Other Business ActivitiesSells Insurance
Christopher is affiliated with Integrated Financial Partners, Integrated Wealth Concepts, and Aldrich Wealth Management, providing investment advisory services. He also works as an insurance professional selling non-variable insurance products, dedicating minimal time to this activity.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
LPL Financial LLCBroker
Previous Registrations
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations13 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.