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Christopher Villaire

4 Years of Experience
Grand Rapids, MI

Christopher Villaire is a registered investment advisor at Villaire Financial, LLC, based in Grand Rapids, MI, 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 Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 80 clients with $1.8M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
80 clients
Average Client Portfolio
$23K average
Assets Under Management
$1.8M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.5M0.80%
$2.5M - $5.0M0.60%
$5.0M - $10.0M0.50%
$10M+0.25%

Grandfathered clients may be charged up to 1.50%. Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Grand Rapids, MI

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Villaire Financial, LLC
March 2022 - Present · 4 yrs 2 mos
State Registrations1 state
MI
Advisor

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
No exam information available for this advisor.
Christopher Villaire - Financial Advisor | TrueAdvisor