Christopher Rieger is a CFA-designated registered investment advisor at 1620 Investment Advisors, INC., based in Plymouth, MA. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 242 clients with $240M 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 $3.0M | 0.75% |
| $3.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.55% |
| $20M+ | 0.50% |
Rates shown are for Balanced Accounts. Fixed Income Accounts are charged at lower rates ranging from 0.25% to 0.40%. Fees may be negotiable at the firm's discretion.
Fee Estimator
Location
36 Cordage Park Circle, Suite 217, Plymouth, MA, 02360
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 →Employment History
Current Registrations
1620 Investment Advisors, INC.
Previous Registrations
Berenberg Capital Markets LLCBroker
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.
Exams
More Advisors
- Todd Johnston1620 Investment Advisors, INC.
- William Benjes, CFA1620 Investment Advisors, INC.
- Kyle Johnston, CFA1620 Investment Advisors, INC.
- Robert Pineau, CFATyler Street Capital
- Aidan Arone, CFPShp Wealth Management, LLC
- David Whiting, CFPLPL Financial LLC