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Christopher Laporta

1 Year of Experience
Areas of Practice
Investment ManagementRetirement PlanningInsurance PlanningEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
435 clients
Average Client Portfolio
$954K average
Assets Under Management
$414.9M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.80%
$2.0M - $5.0M0.70%
$5M+0.50%

Fees are negotiable depending on individual client circumstances. RSA may combine the account values of family members living in the same household to determine the applicable advisory fee.

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

17W754 22nd Street, Oakbrook Terrace, IL, 60181-4402

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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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Other Business Activities

Christopher is a Senior Vice President and Senior Wealth Advisor for the Wealth Management Department at Old Second National Bank, a banking institution. This activity takes about half of Christopher's time.

Employment History
Current Registrations
River Street Advisors, LLC
January 2024 - Present · 2 yrs 2 mos
Previous Registrations
Midland Wealth Management
January 2024 - February 2024 · 1 mo
State Registrations1 state
IL
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 Laporta - Financial Advisor | TrueAdvisor