Christopher Wagner is a CFP-designated registered investment advisor at Lutz Financial, based in Omaha, NE, with 19 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, High Net Worth, Insurance Planning, and 2 more. Their firm serves 881 clients with $2.6B 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.45% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.30% |
Fees are negotiable. Existing clients may be grandfathered under their current fee schedules. Minimum fee of the lesser of 1.50% annually or $1,250 per quarter for clients who fall below Lutz Financial’s minimum assets under management. Firm also offers an Automated Investment Program with a flat 1.00% annual advisory fee.
Fee Estimator
Location
13616 California Street, Suite 300, Omaha, NE, 68154-5336
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Regulatory History (1)
Regulatory
December 2015Employment History
Current Registrations
Lutz Financial
Previous Registrations
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
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.