CC
CFP
CC
CFP

Christopher Ciupke

20 Years of Experience
Deerfield, IL
Sells Insurance

Christopher Ciupke is a CFP-designated registered investment advisor at Roberts, Glore & CO., based in Deerfield, IL, 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 Estate Planning, Investment Management, Retirement Planning. Their firm serves 397 clients with $940M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
397 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$938.4M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.00%
$1.0M - $2.0M0.90%
$2.0M - $3.0M0.85%
$3.0M - $5.0M0.80%
$5.0M - $10.0M0.70%
$10M+0.70%

Advisory fees may be subject to negotiation, especially when considering asset mix and portfolio size. Fees for non-discretionary accounts may be higher. Fees for portfolios with assets under management of $10 million or more may be lower.

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

707 Lake Cook Road, Suite 210, Deerfield, IL, 60015

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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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Other Business ActivitiesSells Insurance

Christopher sells fixed insurance products through Roberts, Glore & Co.

Employment History
Current Registrations
Roberts, Glore & CO.
October 2007 - Present · 18 yrs 6 mos
Previous Registrations
Roberts, Glore & CO.
July 2006 - October 2007 · 1 yr 3 mos
Lasalle St Securities, L.L.C.Broker
October 2005 - May 2017 · 11 yrs 7 mos
State Registrations9 states
AZCADCFLILMATXWAWI
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 Ciupke - Financial Advisor | TrueAdvisor