CS
CFP
CS
CFP

Christopher Schumacher

20 Years of Experience
Columbus, OH

Christopher Schumacher is a CFP-designated registered investment advisor at Tsg Advice Partners, LLC, based in Columbus, OH, with 20 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning, Tax Planning. Their firm serves 1,070 clients with $760M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
1,070 clients
Average Client Portfolio
$712K average
Assets Under Management
$762.2M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $750K1.00%
$750K - $2.0M0.90%
$2.0M - $3.5M0.80%
$3.5M - $5.0M0.70%
$5M+0.50%

Fees may be negotiable. Clients may also elect to be billed on a flat fee basis, typically ranging from $15,000 to $150,000 per year, based on the nature and complexity of the client’s circumstances.

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

4449 Easton Way, Suite 200, Columbus, OH, 43219

Get directions

History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Tsg Advice Partners, LLC
November 2019 - Present · 6 yrs 5 mos
Previous Registrations
Ameriprise Financial Services, INC.
July 2006 - November 2019 · 13 yrs 4 mos
Ameriprise Financial Services, INC.Broker
July 2006 - November 2019 · 13 yrs 4 mos
Ameriprise Financial Services, INC.
November 2005 - June 2006 · 7 mos
Ameriprise Financial Services, INC.Broker
November 2005 - June 2006 · 7 mos
Ameriprise Financial Services, INC.
June 2005 - November 2005 · 5 mos
Ameriprise Financial Services, INC.Broker
June 2005 - November 2005 · 5 mos
Ids Life Insurance CompanyBroker
June 2005 - November 2005 · 5 mos
State Registrations2 states
OHTX
Advisor

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.
Christopher Schumacher - Financial Advisor | TrueAdvisor