CM
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Chris Mcgee

25 Years of Experience
Topeka, KS

Chris Mcgee is a registered investment advisor at Endeavor Private Wealth, INC., based in Topeka, KS, with 25 years of industry experience. Chris operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Divorce Planning, Education Planning, and 6 more. Their firm serves 383 clients with $350M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
383 clients
Average Client Portfolio
$921K average
Assets Under Management
$352.8M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.15%
$1.0M - $5.0M1.05%
$5.0M - $10.0M0.95%
$10M+0.95%

Fees above $10,000,000 are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Townsite Plaza 3, 120 SE 6th Ave, Suite 110, Topeka, KS, 66603

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Chris has ownership stakes in multiple real estate and investment-related entities, including McGee Real Estate, LLC, MRE Rentals, LLC, Furman Properties, LLC, MCBROXYEE LLC, MCBROXYEE 2023 LLC, RTJ LLC, MRE Investments, LLC, and Mid-American Angels Investment Network. Chris dedicates minimal time to each of these ventures.

Employment History
Current Registrations
Endeavor Private Wealth, INC.
June 2021 - Present · 4 yrs 10 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
June 2002 - August 2021 · 19 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
June 2000 - August 2021 · 21 yrs 2 mos
State Registrations2 states
KSTX
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.