Christopher Becker
Christopher Becker is a CFP-designated registered investment advisor at Richmond Investment Services LLC, based in Mequon, WI, with 8 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 862 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.50% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Location
7702 W Mequon Rd, Mequon, WI, 53097-3217
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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 Activities
Christopher operates Richmond Investment Services, LLC as a DBA for his LPL business and as a Registered Investment Advisor, dedicating nearly full-time hours to these activities. He also works as a notary, spending minimal time on it, and owns Retire With Style, LLC for tax/investment purposes, spending a few hours per week on it.
Employment History
Current Registrations
Richmond Investment Services LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Woodbury Financial Services, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations12 states
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