Christopher Kristian
Christopher Kristian is a registered investment advisor at Osaic Wealth, INC., based in Braintree, MA, with 37 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, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
100 Grandview Road, Suite 412, Braintree, MA, 02184
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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 →Other Business ActivitiesSells Insurance
Christopher is an EVP at TWG Insurance Agency LLC, working as an insurance broker for about half of his time since 2007. He is also a representative and president at Legacy Investment Advisors and owns real estate and Sails Call LLC for pleasure sailing and charitable activities.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Legacy Investment Advisors INC.
Previous Registrations
Triad Advisors LLCBroker
Purshe Kaplan Sterling InvestmentsBroker
MML Investors Services, INC.Broker
G. R. Phelps & CO., INC.Broker
State Registrations11 states
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