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Christopher Pirtle

Advisor at Ameritas Advisory Services, LLC

Updated today

Location

Silver Spring, MD 20910

Credentials

Series 63, Series 65

Industry experience

34 years

About

Christopher Pirtle is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His career spans roles at Ameritas entities since 2006, Mellon Street Investment Trust since 2013, and Peake Financial Wealth Management since 2003. Outside of advisory services, he is CEO and Chairman of the Board at Wellcentric Health Group Inc., which provides healthcare and pharmacy services for government-managed care programs in Washington, DC. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management through various programs and focuses on retirement-plan advisory services alongside discretionary and non-discretionary portfolio management.

Client services

Based on Ameritas Advisory Services, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Ameritas Advisory Services, LLC

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management

Occupation focus

Based on Ameritas Advisory Services, LLC

Founder/Business Owner Retired

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Fee options

Fixed

Flat fees for financial planning and consulting services, typically collected 50% in advance and 50% upon delivery

Percentage

$0 - $250,000: Up to 2.00% $250,001 - $500,000: Up to 1.75% $500,001 - $750,000: Up to 1.50% $750,001 - $1,000,000: Up to 1.25% $1,000,001 - $3,000,000: Up to 1.00% $3,000,001+: Negotiable or as low as 0.75% depending on program

Commissions

Commission-based compensation may apply for variable insurance products sold through affiliated broker-dealer AIC

Project-based

Hourly financial planning fees up to $500/hour

Other

Account minimum: Varies by program; see specific program minimums below Minimum fee: Minimum annual program fees such as $40 or $50 depending on program Fee-only: Financial planning and consulting fees charged as hourly fees up to $500/hour or flat fees; one-time or ongoing basis

Location

8737 Colesville Rd Ste 705

Silver Spring, MD 20910

Most active in

Maryland · Texas

Work history

Ameritas Advisory Services, LLC

2021 - Present (5 years)

Mellon Street Investment Trust

2013 - Present (13 years)

Ameritas Life Insurance Corp of New York

2010 - Present (16 years)

Ameritas Life Insurance Corp

2006 - Present (20 years)

Ameritas Investment Corp.

2006 - Present (20 years)

Peake Financial Wealth Management

2003 - Present (23 years)

Fairfax Realty

2000 - Present (26 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Wealth management Passive / index investing Real estate investing
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General retirement planning
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