CM
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Christian Maisch

1 Year of Experience
Mount Laurel, NJ
Sells Insurance

Christian Maisch is a registered investment advisor at Maisch Financial Partners, LLC, based in Mount Laurel, NJ, with 1 years of industry experience. Christian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 25 clients with $17M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
25 clients
Average Client Portfolio
$671K average
Assets Under Management
$16.8M

Fee Structure

Planning is included in investment management

Maisch Financial Partners (MFP) offers wealth management services for an annual fee based on the value of your investments. This fee ranges from 0.85% to 1.50% per year, depending on the size and composition of your portfolio, the services provided, and who is providing the services. The fee is calculated each quarter, in advance, based on the market value of your investments on the last day of the previous quarter.

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Location

100 Century Parkway, Suite 120, Mount Laurel, NJ, 08054

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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 ActivitiesSells Insurance

Christian works as a Client Services Manager at The Maisch Financial Group LLC, providing financial services and insurance. This is a full-time commitment, including full-time hours during securities trading hours.

Employment History
Current Registrations
Maisch Financial Partners, LLC
October 2024 - Present · 1 yr 7 mos
State Registrations1 state
NJ
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.