Christopher Heckenkamp is a CFP-designated registered investment advisor at Cutler Investment Group, based in Newport Beach, CA, with 4 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 973 clients with $1.3B 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 $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable for accounts over $5,000,000. For family and friends of the Firm, the Firm may, in its sole discretion, reduce or waive management fees in their entirety.
Fee Estimator
Location
220 Newport Center Dr, Unit 20, Newport Beach, CA, 92660
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Regulatory History (1)
Employment Separation After Allegations
August 2022Employment History
Current Registrations
Cutler Investment Group
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
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.