Christopher Simon-Wallace is a registered investment advisor at Robinswood Financial, based in Kirkland, WA, with 6 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, Retirement Planning. Their firm serves 487 clients with $370M 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 | 0.75% |
| $1.0M - $5.0M | 0.20% |
| $5M+ | 0.10% |
*Minimum annual management fee of $1,875 per household. Minimum account requirements may be negotiable.
Fee Estimator
Location
3425 Carillon Point, Building 3000, 4th Floor, Kirkland, WA, 98033
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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 owns Fridley LLC, a holding company and business platform established in 2024. He operates full-time as a Registered Investment Advisor Representative for Robinswood Financial LLC through this entity.
Employment History
Current Registrations
Robinswood Financial
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
TD Ameritrade, INC.Broker
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
TD Ameritrade, INC.Broker
TD Ameritrade, INC.
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.Broker
TD Ameritrade, INC.
TD Ameritrade Investment Management, LLC
E*trade Capital Management, LLC
E*trade Securities LLCBroker
RBC Capital Markets, LLCBroker
U.S. Bancorp Investments, INC.Broker
State Registrations1 state
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.