Christopher David Carey

Oneseven

39 Years of Experience

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Firm Information

Oneseven

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

105 advisors

Number of Clients

5,456 clients

Average Client Portfolio

$889K average

Assets Under Management

$4.8B

Fee Structure

Financial Plan Fee:$100 - $25,000

Hourly Rate:$100 - $500/hr

Investment management fees range from 0.05% to 2.00% annually, depending on the size and complexity of the client relationship. Financial planning is offered on an hourly basis ($100-$500/hour) or fixed fee basis ($100-$25,000 per billing period). Fees are negotiable. Clients using SMArtX also pay a platform fee.

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Advisor Information

Office location

24400 Chagrin Blvd., Suite 310, Beachwood, OH, 44122

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Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

July 2009

Settled

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Other Business ActivitiesSells Insurance

Christopher is an independent insurance agent selling life, long-term care, and disability insurance. He also dedicates a significant amount of time to investment-related activities, including roles at Carey Dittoe Wealth Management, MGO One Seven LLC, C-Squared Financial Advisory Service, LLC, and Fortune Financial Services, Inc. Finally, Christopher owns Auto Racing Alley, an internet merchandise web store specializing in NASCAR racing gear, dedicating a few hours per week to it.