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Christopher Hauswirth

27 Years of Experience

Christopher Hauswirth is a registered investment advisor at Lnw, based in San Francisco, CA, with 27 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 1,163 clients with $12B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
57 advisors
Number of Clients
1,163 clients
Average Client Portfolio
$10.5M average
Assets Under Management
$12.2B

Fee Structure

Minimum Investment:$3M
Planning is included in investment management

Laird Norton Wetherby Wealth Management's annual fees typically range between 0.90% and 0.30% of the total assets they manage. The fees may be subject to an annual minimum or adjustment. The factors used to determine the fee include the historical nature of the client relationship, the number of accounts and entities, portfolio and financial complexity, unique client circumstances, the variety and scope of services provided, and the location of the advisory team. Fee arrangements, schedules, and account minimums are negotiable.

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Location

580 California St., 8th Floor, San Francisco, CA, 94104

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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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Employment History
Current Registrations
Lnw
November 1998 - Present · 27 yrs 5 mos
State Registrations2 states
CAWA
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.