CG
CFP
CG
CFP

Christian Geringer

21 Years of Experience
1 DisclosureBroker

Christian Geringer is a CFP-designated registered investment advisor at Rothschild Investment, based in Chicago, IL, with 21 years of industry experience. Christian 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 2 more. Their firm serves 1,047 clients with $2.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
32 advisors
Number of Clients
1,047 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$2.3B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual 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

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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 7 mos
Rothschild Investment LLCBroker
June 2004 - Present · 21 yrs 10 mos
State Registrations28 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.