Kris Persinger
Kris Persinger is a CFP-designated registered investment advisor at Lexaurum Advisors, based in Washington, DC, with 37 years of industry experience. Kris 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 2,230 clients with $1.3B 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 $2.0M | 2.00% |
| $2.0M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Fee Estimator
Location
Washington, DC
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2000Customer Dispute
November 1994Other Business ActivitiesSells Insurance
Kris is a wealth management advisor at Persinger Planning LLC, dedicating nearly full-time hours to financial planning and investment management. Kris also works as an insurance agent, spending minimal time reviewing, placing, and managing life, health, and annuity policies.
Employment History
Current Registrations
Integrity Alliance, LLC.Broker
Lexaurum Advisors
Previous Registrations
Cetera Advisor Networks LLCBroker
Vsr Advisory Services
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Vsr Advisory Services
Vsr Financial Services, INC.Broker
Northwestern Mutual Wealth Management Company
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
First Union Brokerage Services, INC.Broker
Southeast Bank Brokerage Service, INC.Broker
J. B. Hanauer & CO.Broker
State Registrations8 states
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.