Christopher Michael Galeski

Morton Wealth

15 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningFinancial Planning & Coaching

Morton Wealth

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

30 advisors

Number of Clients

1,182 clients

Average Client Portfolio

$2.5M average

Assets Under Management

$3.0B

Fee Structure

Minimum Investment:$1M

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $5.0M	1.00%
$5M+	0.50%

Fees are subject to negotiation.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$15,000

Location

27200 Agoura Road, Suite 200, Calabasas, CA, 91301

Get directions

History

Regulatory History (1)

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Employment Separation After Allegations

January 2018

View Full SEC Report How to Read Disclosures

Other Business Activities

Christopher works as a talent (actor) for Dailey and Associates, which produces commercial and radio ads. This activity takes a few hours per week and is not investment-related.

Employment History

Current Registrations

Morton Wealth

April 2018 - Present · 7 yrs 10 mos

Previous Registrations

Strategic Advisers, INC.

November 2011 - February 2018 · 6 yrs 3 mos

Fidelity Brokerage Services LLCBroker

November 2011 - February 2018 · 6 yrs 3 mos

Morgan Stanley Smith Barney LLC

February 2010 - October 2011 · 1 yr 8 mos

Morgan Stanley Smith BarneyBroker

December 2009 - October 2011 · 1 yr 10 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.