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Christopher Gautier

10 Years of Experience

Christopher Gautier is a registered investment advisor at Cx Institutional, LLC, based in Irving, TX, with 10 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 4,077 clients with $4.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
76 advisors
Number of Clients
4,077 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$4.1B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)

CX Institutional charges a percentage of the value of your investments, and this fee is negotiable up to 2.0%. The exact fee depends on factors like the representative assigned to your account, the amount you invest, the complexity of your situation, and your servicing needs. Clients also pay a $10 quarterly fee per account, plus $2.50 per sleeve per quarter, and an additional $2.50 per account quarterly for account aggregation services.

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Location

220 East Las Colinas Blvd., Suite 1200, Irving, TX, 75039-5500

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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
Cx Institutional, LLC
September 2024 - Present · 1 yr 7 mos
American Beacon Advisors, INC.
February 2018 - Present · 8 yrs 2 mos
Previous Registrations
Resolute Investment Distributors, INC.Broker
February 2018 - August 2024 · 6 yrs 6 mos
Foreside Fund Services, LLCBroker
February 2018 - February 2018 · 0 mos
Highland Capital Funds Distributor, INC.Broker
September 2016 - January 2018 · 1 yr 4 mos
Strategic Advisers, INC.
March 2016 - October 2016 · 7 mos
Fidelity Brokerage Services LLCBroker
July 2015 - October 2016 · 1 yr 3 mos
State Registrations1 state
TX
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 Gautier - Financial Advisor | TrueAdvisor