Christopher Hitzman
Christopher Hitzman is a registered investment advisor at Truwealth Advisors, LLC, based in Mandeville, LA, 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 Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 4,700 clients with $3.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $3.5M | 0.70% |
| $3.5M - $4.5M | 0.60% |
| $4.5M+ | 0.55% |
Fees are 'up to' the stated percentage. The firm also charges different fees for assets held with an outside custodian. This includes advice about variable annuities which is generally 0.50% per annum, billed quarterly. Also, the Firm advises on self-directed brokerage accounts for a fixed fee, typically be $500 to $1,000 per client, per year, charged in advance.
Fee Estimator
Location
173 Dalwill Drive, Mandeville, LA, 70471
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2009Customer Dispute
July 2007Other Business ActivitiesSells Insurance
Christopher sells fixed insurance products through TruWealth Advisors, starting in 2020. This activity takes minimal time.
Employment History
Current Registrations
Truwealth Advisors, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Ameriprise Financial Services, LLC.
Ameriprise Financial Services, LLCBroker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Edward JonesBroker
Banc One Securities CorporationBroker
State Registrations2 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.