Kristopher Wallace
Kristopher Wallace is a registered investment advisor at Marketriders, based in Chesterfield, MO, with 29 years of industry experience. Kristopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 321 clients with $490M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SogoTrade Asset Management (SAM) charges an annual management fee of 0.75% of your portfolio for Standard Service managed accounts. For Enhanced Service accounts, there's an additional fee, negotiated with each client, up to another 0.75%. There is a minimum monthly fee of $5. SAM uses its affiliate, SogoTrade, Inc., as the broker-dealer, and clients do not pay commissions for trading activity.
Location
1 Mcbride & Son Center Dr., Suite 288, Chesterfield, MO, 63005
Get directionsHistory
Regulatory History (1)
Regulatory
April 2001Other Business ActivitiesSells Insurance
Kristopher is involved with several businesses, including St Louis Investment Club LLC, where he is mostly passive and spends a few hours per week. He also has a limited management function at Principal Insurance LLC, an insurance leads marketing company, and is the Chief Executive of several holding and technology companies, though he currently conducts no activities with those businesses.
Employment History
Current Registrations
Marketriders
Sogotrade, INC.
Sogotrade, INC.Broker
Previous Registrations
Scottrade, INC.Broker
Scottrade, INC.Broker
Olde Discount CorporationBroker
State Registrations3 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.