Christina Walasik
Christina Walasik is a CFP-designated registered investment advisor at Pickwick Wealth Management, based in Deerfield, IL, with 8 years of industry experience. Christina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 20 clients with $11M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pickwick Wealth Management offers investment management services with fees based on a percentage of the assets they manage.
For direct asset management, the annual fee is 1.0% of all assets.
For assets managed through Orion Portfolio Solutions, the annual fee is also 1.0%.
For assets managed through Gradient Investments, the annual fees vary depending on the portfolio type:
- Strategic Portfolios: 2.00% annually (1.00% to Gradient Investments, 1.00% to Pickwick)
- Tactical Portfolios: 1.8% annually (0.80% to Gradient Investments, 1.00% to Pickwick)
- Allocation & Defined Outcome Portfolios: 1.70% annually (0.70% to Gradient Investments, 1.00% to Pickwick)
- Preservation Portfolios: 1.00% annually (0.40% to Gradient Investments, 0.60% to Pickwick)
- Client Directed Accounts: $300 annually to Gradient Investments
Location
707 Lake Cook Road, Suite 285, Deerfield, IL, 60015
Get directionsHistory
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 ActivitiesSells Insurance
Christina is the owner and investment advisor representative at Pickwick Wealth Management, LLC, providing advisory services, taking about half of Christina's time. Christina is also the owner and agent at Pickwick Financial Group, offering insurance and annuity services, also taking about half of her time.
Employment History
Current Registrations
Pickwick Wealth Management
Previous Registrations
Gradient Advisors, LLC
State Registrations1 state
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