Christopher Petrik
Christopher Petrik is a registered investment advisor at Jrs Investments and Wealth Preservation, LLC, based in San Juan Capistrano, CA, 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 Investment Management. Their firm serves 172 clients with $16M 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 | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.75% |
All fees are negotiable. For accounts under $25,000, fees are negotiable, but will not be greater than 2%.
Fee Estimator
Location
San Juan Capistrano, CA
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Christopher is involved in budgeting and planning for WDS Manufacturing, LLC, a material manufacturer, since 2019. This activity takes about 10-20% of his time and occurs outside of trading hours.
Employment History
Current Registrations
Jrs Investments and Wealth Preservation, LLC
Previous Registrations
Morgan Stanley
State Registrations1 state
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