Christopher Erblich is a registered investment advisor at Tfo Family Office Partners, based in Maumee, OH, with 21 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, High Net Worth, and 3 more. Their firm serves 292 clients with $4.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TFO Family Office Partners charges a percentage of your portfolio for investment management and family office services, up to a maximum of 1.25% per year. The exact percentage depends on the size and complexity of your account and the services you need. Fees are negotiable. Related family accounts can be combined for fee calculation. For retirement plan services, the annual fee also ranges up to 1.25% of the plan's assets and is negotiable.
Location
1440 Arrowhead Drive, Maumee, OH, 43537
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Christopher is a partner at Husch Blackwell, LLP focusing on estate planning, which takes nearly full-time hours. He is also involved in various investment-related and non-investment related entities, including real estate, trust companies, marketing, financial education, and holding companies, requiring varying time commitments from minimal to about a quarter of his time.
Employment History
Current Registrations
Tfo Family Office Partners
Tfo Wealth Partners
Previous Registrations
One to One, LLC
LPL Financial Corporation
State Registrations1 state
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