CG

Christopher James Gatsch

12 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
105 advisors
Number of Clients
5,456 clients
Average Client Portfolio
$889K average
Assets Under Management
$4.8B

Fee Structure

Financial Plan Fee:$100 - $25,000
Hourly Rate:$100 - $500/hr

Investment management fees range from 0.05% to 2.00% annually, depending on the size and complexity of the client relationship. Financial planning is offered on an hourly basis ($100-$500/hour) or fixed fee basis ($100-$25,000 per billing period). Fees are negotiable. Clients using SMArtX also pay a platform fee.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

24400 Chagrin Blvd., Suite 310, Beachwood, OH, 44122

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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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Other Business ActivitiesSells Insurance

Christopher is an independent licensed insurance agent since 2019, selling whole life, term life, and annuities. He also owns rental property in New Jersey, dedicating minimal time to it.

Employment History
Current Registrations
Stonehaven, LLC
October 2025 - Present · 3 mos
Stonehaven, LLCBroker
October 2025 - Present · 3 mos
Oneseven
April 2022 - Present · 3 yrs 9 mos
Previous Registrations
J.P. Morgan Securities LLC
November 2019 - April 2022 · 2 yrs 5 mos
J.P. Morgan Securities LLC Broker
November 2019 - April 2022 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2016 - October 2019 · 3 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
March 2016 - October 2019 · 3 yrs 7 mos
Resource Securities, INC.Broker
January 2015 - November 2015 · 10 mos
Aegis Capital CORP.
July 2014 - December 2014 · 5 mos
Aegis Capital CORP. Broker
July 2014 - December 2014 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2013 - July 2014 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
June 2012 - July 2014 · 2 yrs 1 mo
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.
Christopher James Gatsch - Financial Advisor | AdvisorDiscover