Christopher Chiu is a registered investment advisor at Iolite Asset Management, based in Chicago, IL, with 13 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable and range from 0.25% to 1.25%. Iolite also offers Managed Asset Portfolios (MAP) with different strategies, each with its own fee. Clients can also pick a combination of strategies for a flat 0.5% fee.
Fee Estimator
Location
621 S. Plymouth Ct., Suite 100, Chicago, IL, 60605
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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.
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Christopher is a managing member of Ralloc Capital LLC, an investment partnership, since 2011. He dedicates a few hours per week to investment research and portfolio management.
Employment History
Current Registrations
Iolite Asset Management
Rcm Wealth Advisors
Previous Registrations
Ralloc Capital LLC
State Registrations2 states
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