Christopher Plahm is a CFP-designated registered investment advisor at Tall Pines Capital, LLC, based in Oak Brook, IL, with 25 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 63 clients with $25M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. The firm may charge a performance fee based on an initial investment high water mark, structured as either 1% management fee plus 20% of profits, or 0% management fee plus 25% of profits. Performance fees are not charged on retirement accounts or accounts subject to federal retirement plan rules.
Fee Estimator
Location
1010 Jorie Blvd, Suite 144, Oak Brook, IL, 60523
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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 →Other Business Activities
Christopher is a partner at Stonebridge Wealth Management and a Managing Member and CCO at Tall Pines Capital, LLC, both wealth management roles. He dedicates about three-quarters of his time to these investment-related activities.
Employment History
Current Registrations
Tall Pines Capital, LLC
Stonebridge Wealth Management LLC
Apw Capital, INC.Broker
Previous Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations7 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.