CG

Christopher Edward Gehrts

9 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
77 advisors
Number of Clients
2,383 clients
Average Client Portfolio
$9.9M average
Assets Under Management
$23.6B

Fee Structure

Financial Planning:Investment management only

WELLth Advisory Services charges fees based on a percentage of assets under management, not to exceed 3% per annum. Fees are discussed and agreed upon in advance. They also offer wrap fee programs with all-inclusive pricing that includes trade execution, custody, and asset management fees. The specific arrangement for each client will be negotiated and defined in the investment advisory contract.

Areas of Practice
Investment Management
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Advisor Information

Office location

Shorewood, IL

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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
Wellth Advisory Services, LLC
September 2024 - Present · 1 yr 4 mos
Previous Registrations
Stancorp Equities, INC.Broker
January 2023 - August 2024 · 1 yr 7 mos
Securian Financial Services, INC.Broker
June 2016 - December 2022 · 6 yrs 6 mos
Aal Capital Management Corporation Broker
July 1998 - December 1998 · 5 mos
State Registrations1 state
MN
Advisor
Exams
No exam information available for this advisor.