Christopher Battreall
Christopher Battreall is a CFP-designated registered investment advisor at Precision Wealth Strategies, LLC, based in St. Louis, MO, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 342 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PWS charges an annual advisory fee, either fixed or based on a percentage of your portfolio. The percentage typically ranges from 1% to 2.2%. For some clients, PWS uses a tiered schedule, where the percentage charged depends on the amount in each tier. Fees for directly-managed held-away accounts, such as 401(k)s, may be billed directly to the client.
Location
4622 Macklind Ave, St. Louis, MO, 63109
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Precision Wealth Strategies, LLC
Previous Registrations
Mercer Allied Company, L.P.Broker
Goldman Sachs & CO. LLCBroker
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Girard Securities, INC.
United Capital Financial Advisors
Girard Securities, INC.Broker
H. Beck, INC.Broker
Solutions Planning Group, INC.
Nylife Securities INC.Broker
Signator Investors, INC.Broker
State Registrations4 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.