Christopher Gonzales
Advisor at 4Wealth Advisors, 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.
Advisor at 4Wealth Advisors, 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.
Location
Burr Ridge, IL 60527-6490
Credentials
Series 66
Industry experience
12 years
Christopher Gonzales is a financial advisor at 4Wealth Advisors, Inc. with 12 years of industry experience. He holds the Series 66 designation and has worked at Brickwork Financial Planning, Ltd., 4Wealth Advisors, Inc., IPI Wealth Management, Inc., and Investment Planners Inc. Gonzales also works as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. 4Wealth Advisors, Inc. serves individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, modular financial planning, and pension consulting, utilizing customized accounts, model portfolios, and various investment strategies with ongoing monitoring and reviews.
Based on 4Wealth Advisors, Inc.
Fixed fees range between $1,000 and $5,000 depending on services provided
$0+: Up to 1.80% annually based on advisor $0+: Maximum annual fee up to 2.00% of portfolio value for third-party money managers $0+: Pension advisory services tiered fees ranging from 0.50% to 0.10%
Certain persons receive commissions for insurance products and securities as registered representatives; commissions are separate from advisory fees
Hourly fees range between $150 and $250 depending on the advisor
Account minimum: $25,000 Fee-only: Portfolio Management fees up to 1.80% annually; Fixed fees $1,000 to $5,000; Hourly fees $150 to $250 per hour
745 Mcclintock Drive, Suite 150
Burr Ridge, IL 60527-6490
Illinois
Brickwork Financial Planning, Ltd.
2018 - Present (8 years)
4Wealth Advisors, Inc.
2017 - Present (9 years)
IPI Wealth Management, Inc.
2015 - 2017 (2 years)
Investment planners Inc.
2015 - 2017 (2 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.
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