Christopher Leo Michelsen

B. Riley Wealth Advisors, INC.

26 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningHigh Net Worth

B. Riley Wealth Advisors, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

176 advisors

Number of Clients

17,372 clients

Average Client Portfolio

$405K average

Assets Under Management

$7.0B

Fee Structure

Minimum Investment:$25K

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $250K	2.75%
$250K - $1.0M	2.50%
$1M+	2.00%

Fees and breakpoints are negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

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Location

299 Park Avenue, 21st Floor, New York, NY, 10171

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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.

Other Business ActivitiesSells Insurance

Christopher is involved in several outside business activities. He spends nearly full-time working under the marketing name Strategic Family Capital, is part owner of BellaWolf Records LLC (his wife's music business), provides referrals to M&A/IB companies, and is an agent for B. Riley Wealth Insurance, selling fixed insurance.