Christopher Smith is a CFP-designated registered investment advisor at Origin Wealth Management LLC, based in Reston, VA, with 2 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 4 clients with $770K 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.70% |
The annual fee may be negotiable.
Fee Estimator
Location
12001 Sunrise Valley Drive, Suite 400, Reston, VA, 20191
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Origin Wealth Management LLC
Previous Registrations
Legacy Wealth Management INC.
J.P. Morgan Securities LLCBroker
State Registrations1 state
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