CP
CFP
CP
CFP

Christopher Parks

10 Years of Experience
Schaumburg, IL

Christopher Parks is a CFP-designated registered investment advisor at Northwood Wealth Management, LLC, based in Schaumburg, IL, 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 20 clients with $16M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
20 clients
Average Client Portfolio
$812K average
Assets Under Management
$16.2M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.15%
$1.0M - $2.5M1.00%
$2.5M - $5.0M0.90%
$5.0M - $10.0M0.80%
$10M+0.75%

Some models are subject to a separate fee charged by the model manager, ranging from 0.15% to 0.50% and will only apply to the portion of the portfolio invested in the model.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1005 W. Wise Road, Suite 200, Schaumburg, IL, 60193

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Northwood Wealth Management, LLC
May 2024 - Present · 2 yrs
Previous Registrations
Rwa Wealth Partners
November 2023 - December 2023 · 1 mo
Polaris Wealth Advisory Group
July 2019 - November 2023 · 4 yrs 4 mos
Fidelity Personal and Workplace Advisors
July 2018 - July 2019 · 1 yr
Strategic Advisers LLC
January 2017 - July 2018 · 1 yr 6 mos
Fidelity Brokerage Services LLCBroker
September 2015 - July 2019 · 3 yrs 10 mos
State Registrations1 state
IL
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.