CG
CFP
CG
CFP

Christian Paul Geringer

21 Years of Experience
1 DisclosureBroker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
1,047 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$2.3B

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $3.0M1.25%
$3.0M - $7.0M1.00%
$7.0M - $15.0M0.75%
$15M+0.50%

Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

311 S. Wacker Drive, Suite 5900, Chicago, IL, 60606-6618

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
June 2008
Final
Other Business Activities

Christian is a paid-on-call firefighter for the Village of Western Springs since 2019. This non-investment related activity requires a few hours per week responding to emergencies.

Employment History
Current Registrations
Rothschild Investment
September 2017 - Present · 8 yrs 5 mos
Rothschild Investment LLCBroker
June 2004 - Present · 21 yrs 8 mos
State Registrations35 states
ARAZCACOCTDCFLGAHIIAIDILINKYMAMDMEMIMNNCNDNHNMNVNYOHOKORPARISCTNTXVAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Christian Paul Geringer - Financial Advisor | TrueAdvisor