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Credentials
Series 65, Series 63
Experience Industry experience
17 years
Location
Remote
Beacon Hill Wealth Management LTD
Team
Total advisors
5Clients per advisor
36 LowAvg AUM per client
$825,305 TypicalHNW client ratio
24% LowChristopher Stooksbury is a financial advisor at Beacon Hill Wealth Management LTD with 17 years of industry experience. He holds the Series 65 and Series 63 designations. Prior to joining Beacon Hill in 2024, he worked for Raymond James in various capacities from 2014 to 2024. Outside of advising, he serves as Secretary of Battery Street Holdings, a holding company. Beacon Hill Wealth Management LTD provides investment advisory and portfolio management services to individuals, trusts, and estates, including high-net-worth clients. The firm uses model portfolios focusing on ETFs, mutual funds, and fixed-income securities, employing strategies such as fundamental analysis and ESG considerations, with portfolio management delivered through a wrap-fee program.
$1 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.75% $4,000,001 - $10,000,000: 0.50% $10,000,001+: 0.45%
Account minimum: $2,000,000
Texas
17 years of industry experience
Beacon Hill Wealth Management LTD
2024 - Present • 2 years
Victoria, Bc
Raymond James (Usa) Ltd
2019 - 2024 • 5 years
Vancouver, Bc
Raymond James (USA) Ltd.
2014 - 2019 • 5 years
Victoria, British Columbia
Raymond James Ltd.
2014 - 2024 • 10 years
Victoria, British Columbia
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They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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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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