Christopher Shockowitz
Christopher Shockowitz is a registered investment advisor at Equity Advisors, LLC, based in Reno, NV, with 4 years of industry experience. 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, Tax Planning. Their firm serves 95 clients with $34M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Equity Advisors offers investment management services where fees are a percentage of the value of your account. The exact percentage is negotiated with each client. Equity Advisors also uses third-party money managers, and the total fee you pay will be a combination of Equity Advisors' fee and the third-party manager's fee, not exceeding 2% in total. AE Wealth Management platform is also used, with fees detailed in their disclosure brochure. You can terminate your account at any time and receive a refund of any unearned fees.
Location
Reno, NV
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Regulatory History (1)
Criminal
March 1982Other Business Activities
Christopher is the COO of Tax Deferral Strategies LLC, which indirectly helps clients defer capital gains taxes, taking about half of his time. He also works as a science fiction author, dedicating minimal time to marketing his books.
Employment History
Current Registrations
Equity Advisors, LLC
State Registrations2 states
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.