Advisor at Structured Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Structured Wealth Management, Inc.
Location
Temperance, MI
Credentials
Series 63, Series 65
Industry experience
5 years
Christopher Wilson is a financial advisor at Structured Wealth Management, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bollin Wealth Management LLC since 2019. Outside of finance, he owns a part-time mattress retail business in Fremont, Ohio. Structured Wealth Management provides investment advisory and life insurance services primarily to individual households with account minimums around $250,000. The firm also offers tax preparation and representation through an affiliated in-house tax practice, focusing on tailored strategies, managed model portfolios, and retirement distribution planning.
Based on Structured Wealth Management, Inc.
Based on Structured Wealth Management, Inc.
$0 - $250,000: 1.50% $250,000 - $500,000: 1.25% $500,000 - $1,000,000: 1.10% $1,000,000 - $2,000,000: 1.00% $2,000,000 - $5,000,000: 0.80% $5,000,000+: 0.60%
Commission-based compensation may occur for insurance products; fees are separate from AUM fees.
Account minimum: $250,000
Temperance, MI
Michigan · Ohio
Bollin Wealth Management LLC
2019 - Present (7 years)
Hammill Medical
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
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