Christopher Kichurchak
Christopher Kichurchak is a registered investment advisor at Independence Wealth Advisors, LLC, based in Independence, OH, with 17 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, High Net Worth, and 4 more. Their firm serves 351 clients with $160M 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 $500K | 2.00% |
| $500K - $1.0M | 1.80% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $10.0M | 1.00% |
| $10M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Location
6480 Rockside Woods Blvd. S, Suite 130, Independence, OH, 44131
Get directionsHistory
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 the 100% owner of United Brokerage Group, Ltd., a fixed insurance product marketing company, since 2004. He dedicates about 10-20% of his time to this activity, including time during trading hours.
Employment History
Current Registrations
Independence Wealth Advisors, LLC
Previous Registrations
Alphastar Capital Management, LLC
Strategic Wealth Partners, LTD.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Noble Financial Services, LLC
Spc
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.