CS
CS

Christopher Lee Stadler

8 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
659 clients
Average Client Portfolio
$421K average
Assets Under Management
$277.3M

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $750K2.10%
$750K - $2.0M1.60%
$2M+1.10%

Fees are negotiable.

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

Location

12200 West Colonial Drive, Suite 300, Winter Garden, FL, 34787

Get directions

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.

Learn about disclosures →
Other Business Activities

Christopher is involved in three outside business activities: Metropolis Productions, Antigravity, and self-employment as an acrobat. These activities involve performing acrobatic routines and take up varying amounts of Christopher's time, from a few hours per week to about a quarter of his time.

Employment History
Current Registrations
Amerity Wealth Management, LLC
June 2024 - Present · 1 yr 8 mos
Previous Registrations
Charles Schwab & CO., INC.
June 2024 - June 2024 · 0 mos
Charles Schwab & CO., INC.Broker
December 2016 - June 2024 · 7 yrs 6 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.