CP
CP

Chrys Papachristou

8 Years of Experience
Lone Tree, CO
1 DisclosureBroker

Chrys Papachristou is a registered investment advisor at Charles Schwab & CO., INC., based in Lone Tree, CO, with 8 years of industry experience. Chrys 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.

Compensation
Fixed/Hourly
Firm Size
8109 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.80%
$1.0M - $2.0M0.75%
$2.0M - $5.0M0.70%
$5.0M - $10.0M0.50%
$10.0M - $25.0M0.30%
$25M+0.30%

Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.

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

9800 Schwab Way, Lone Tree, CO, 80124

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History

Regulatory History (1)
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Criminal
April 2019
Final Disposition
Other Business Activities

Chrys rents out their vehicle on Turo.com and manages FISO Properties LLC, which involves property management duties such as collecting rent, handling tenant applications, and arranging property maintenance. These activities take about 10-20% of Chrys's time and about a quarter of their time, respectively.

Employment History
Current Registrations
Charles Schwab & CO., INC.
April 2019 - Present · 7 yrs 1 mo
Charles Schwab & CO., INC.Broker
May 2017 - Present · 9 yrs
State Registrations29 states
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AdvisorBrokerBoth

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.
Chrys Papachristou - Financial Advisor | TrueAdvisor