Christopher Lakatosh
Christopher Lakatosh is a registered investment advisor at M Holdings Securities, INC., based in Bethlehem, PA, with 22 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 3,621 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
M Holdings Securities offers various investment management programs with different fee structures. Some programs have wrap fees that cover advisory, brokerage, and custodial services in one fee. Other programs charge advisory fees separately from brokerage and other costs. Fees are negotiable with your financial professional and vary depending on the program chosen and the amount of assets managed. The maximum fee for WealthPursuit Wrap Fee Programs is limited to 3%. MPP Wrap Program fees will not exceed 1.36% for accounts with at least $150,000 in assets. WealthPursuit Prime fees are limited to a maximum rate of 3%.
Location
74 West Broad Street, Suite 340, Bethlehem, PA, 18018
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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 ActivitiesSells Insurance
Christopher is a registered representative with M Holdings Securities, a consultant for Cornerstone Institutional Investors and Cornerstone Advisors Asset Management, and a board member for Cetronia Ambulance Corp and Lehigh General Purpose Authority. He spends the majority of his time (85%) with Cornerstone Advisors Asset Management.
Employment History
Current Registrations
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Cornerstone Advisors Asset Management, LLC
Previous Registrations
Cornerstone Institutional Investors, LLC
Cornerstone Institutional Investors, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations8 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.