Christopher
Wagner
Cutler Investment Group
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About this Advisor
Christopher Wagner is a financial advisor based in Newport Beach, California, working with Cutler Investment Group. Christopher has previously held positions at The Ayco Company, L.P./Mercer Allied, Wheaton Academy, Vector Marketing, Biola University, Jackson National Asset Management, Goldman Sachs Ayco Personal Financial Management, and Cutler Investment Counsel, LLC. Christopher has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Christopher is part of Cutler Investment Group, which operates out of Newport Beach, California. The firm has 3 offices and 21 employees. The firm manages assets totaling $1.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, and pension consulting services. The fee structure at Cutler Investment Group includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cutler Investment Group Brokerage Details
$1,177,313,040
21
2,056
$572,623
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
Christopher Wagner Work History
Cutler Investment Counsel, LLC
The Ayco Company, L.P./Mercer Allied
Goldman Sachs Ayco Personal Financial Management
Jackson National Asset Management
Biola University
Biola University
Vector Marketing
Biola University
Wheaton Academy
Disclosures
Please visit the SEC profile of Christopher Wagner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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