Christian Wray is a registered investment advisor at Hazelwood Investment Advisors LLC, based in Chicago, IL. Christian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.5M | 0.50% |
| $2.5M+ | 0.25% |
Fees are negotiable. Discounted annual advisory fee of 0.90% may be offered to clients who maintain aggregate contributions totaling at least $50,000 over a rolling twelve-month period. The firm may, at its discretion, offer existing clients a fee credit as a courtesy for referring prospective clients to the Firm.
Fee Estimator
Location
Chicago, IL
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Hazelwood Investment Advisors LLC
State Registrations1 state
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