Christopher Gebhards is a registered investment advisor at Summit Vision Financial, LLC, based in Rock Port, MO, with 7 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, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 39 clients with $5M 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 $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2M+ | 0.60% |
Fees are negotiable. Additional fees apply if using a third-party manager (Betterment Securities: 0.20%, XY Investment Solutions: 0.30%).
Fee Estimator
Location
Rock Port, MO
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 Activities
Christopher is employed as a Farm Manager at Gebhards Grain, LLC, dedicating most of his time to this role, which includes being a board member at JRS Farms Incorporated and RB-Grain Corporation. He also coaches wrestling at Rock Port R-II, dedicating minimal time to this activity.
Employment History
Current Registrations
Summit Vision Financial, LLC
State Registrations1 state
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.