Christopher Huston
Advisor at Vertex Partners
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 Vertex Partners
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
Downers Grove, IL 60515
Credentials
Series 63, Series 65
Industry experience
20 years
Christopher Huston is a financial advisor at Vertex Partners with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Vertex Planning Partners, LPL Financial, and Highpoint Advisor Group. Outside of his advisory role, he is involved with Reflexivity LLC, a business entity unrelated to investment activities. Vertex Partners provides advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm tailors portfolios based on clients’ risk tolerance, time horizon, and liquidity needs, using a variety of investment strategies and platforms, including proprietary models, mutual funds, ETFs, and third-party programs.
Based on Vertex Partners
Based on Vertex Partners
Based on Vertex Partners
Fixed fees for financial planning and consulting services, negotiable, ranging from $500 to $15,000 depending on scope and complexity.
$0+: 0.30% – 2.00% annually, depending upon portfolio size, composition, services, and advisor $10,000+: varies by LPL program: e.g., $10,000 minimum for Optimum Market Portfolios Program, $25,000 minimum for Model Wealth Portfolios Program, $50,000 minimum for Manager Access Select Program $250,000+: minimums for Vestmark and Vise platforms (may vary by account)
Certain supervised persons offer securities brokerage and insurance products under separate commission-based arrangements.
Hourly fees for financial planning and consulting services, negotiable, ranging from $500 to $15,000 depending on scope and complexity.
Account minimum: $10,000 Fee-only: Investment management fees based on assets under management ranging from 0.30% to 2.00%; fixed and/or hourly fees for financial planning and consulting services ranging from $500 to $15,000 depending on scope and complexity; fixed project-based fees for retirement plan consulting up to $15,000 per annum.
3000 Woodcreek Drive, Suite 100
Downers Grove, IL 60515
Illinois
Vertex Planning Partners, Llc
2022 - Present (4 years)
Highpoint Advisor Group, LLC; d/b/a Vertex Planning Partners
2016 - Present (10 years)
LPL Financial, llc
2016 - 2025 (9 years)
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Accountant / CPA / tax prep
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Broker-dealer / trader
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Bank
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Trust company
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Lawyer
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Real estate agent
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Other specialized services
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