Christopher Drawbaugh is a registered investment advisor at B. Riley Wealth Advisors, INC., based in Hagerstown, MD, with 26 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 17,372 clients with $7B in assets under management.
B. Riley Wealth Advisors offers investment management through various programs. The Advisor-as-Portfolio Manager (APM) program allows your advisor to manage your account, potentially using outside managers. You'll pay an annual fee based on the value of your portfolio, which is negotiable up to a maximum. Transaction fees may be included or billed separately.
Third-Party Managed Programs are also available, utilizing the Envestnet platform. These programs also charge an annual fee based on the value of your portfolio, not exceeding 2.75%, which is negotiable. These programs may also be wrap fee programs.
Other third-party managed programs are available through Brinker, SEI, and AssetMark, with minimums starting at $500,000 for Brinker.
18706 Crestwood Drive, Hagerstown, MD, 21742
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Learn about disclosures →Christopher operates under the DBA Bastion Financial Group, dedicating nearly full-time hours to this activity. He is also an owner/managing member of Beverly Court LLC, a commercial real estate investment, and an owner of Drawbaugh Development LLC, which owns real estate, dedicating minimal time and a few hours per week respectively.
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