Christopher Nei
Christopher Nei is a registered investment advisor at Blackhawk Capital Partners, LLC, based in Thiensville, WI, with 19 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 295 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Blackhawk Capital Partners' investment management fee is agreed upon between you and your advisor and may be negotiable. The total managed account fee includes Blackhawk's advisory fee (up to 3.0%, negotiable) plus a separate account manager fee if a third-party platform is used (non-negotiable). A quarterly fee of $12.50 is charged to cover Orion's administration costs. Fees are based on the value of your portfolio at the end of the prior quarter and are paid quarterly in advance. You can cancel at any time, and any unearned prepaid fees will be refunded.
Location
167 S. Main Street, Thiensville, WI, 53092
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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 portfolio manager at Blackhawk Capital Partners, LLC, handling both non-variable insurance and registered investment advisor duties since 2013 and 2014 respectively. He also works as an operator/consultant at Daktori and is a trustee of Tinaje, LLC.
Employment History
Current Registrations
Blackhawk Capital Partners, LLC
United Planners' Financial Services of America a Limited PartnerBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
UBS Financial Services INC.Broker
State Registrations26 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.