CE
CFA · CFP
CE
CFA · CFP

Christopher Edwards

12 Years of Experience

Christopher Edwards is a CFA, CFP-designated registered investment advisor at Empirical Wealth Management, based in Bellevue, WA, with 12 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, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,132 clients with $6.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
63 advisors
Number of Clients
2,132 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$6.7B

Fee Structure

Minimum Investment:$3M
Planning is included in investment management (also available separately)

Empirical Wealth Management charges a percentage of your assets under management. The specific rate is established in your agreement and may be negotiable. Fees are due at the beginning of each calendar quarter and are deducted from your account. Clients in the wrap fee program pay a comprehensive fee covering portfolio management, brokerage, and custodial services.

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Location

11100 NE 8th Street, Suite 820, Bellevue, WA, 98004

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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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Employment History
Current Registrations
Empirical Wealth Management
March 2020 - Present · 6 yrs 1 mo
Previous Registrations
Avier Wealth Advisors
March 2016 - February 2020 · 3 yrs 11 mos
Robare & Jones Asset Managers
April 2013 - March 2016 · 2 yrs 11 mos
State Registrations1 state
WA
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 Edwards - Financial Advisor | TrueAdvisor