Advisor at Interactive Wealth Advisors
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Firm
Interactive Wealth Advisors
Location
Portland, OR 97204
Credentials
CFP®, Series 63, Series 65
Industry experience
14 years
Christopher Winn is a CFP® professional with 14 years of experience in financial advising, currently serving at Interactive Wealth Advisors since 2013. He holds Series 63 and Series 65 licenses and operates from Portland, OR. Interactive Wealth Advisors is an independent, fee-only registered investment adviser managing approximately $91 million for around 63 clients, including retirees, professionals, business owners, and executives. The firm provides ongoing wealth management combined with financial planning, using a tactical, proactive asset-allocation approach that blends passive and active strategies across various asset classes.
Based on Interactive Wealth Advisors
Based on Interactive Wealth Advisors
$0 - $499,999: 1.25% $500,000 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.55% $5,000,001+: 0.45%
$350 per hour (billed in 10-minute increments) for general consulting services.
Fee-only: Clients pay only advisory fees; no commissions or third-party payments received.
121 Sw Morrison St.,, Suite 905
Portland, OR 97204
Oregon · Texas · Washington
Interactive Wealth Advisors
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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