Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This firm offers both wrap-fee and non-wrap fee programs. In a wrap fee program, clients pay a single, bundled fee that covers investment advisory services and the execution of transactions. In a non-wrap fee program, the advisory fee does not include trade execution costs or other service charges, and these costs are incurred separately by the client. Variable annuities are excluded from wrap fee program billing.
Areas of Practice
Advisor Information
Office location
219 Draperton Drive, Suite A, Ridgeland, MS, 39157
Get directionsRegulatory History (3)
Customer Dispute
October 2005Customer Dispute
August 2005Customer Dispute
August 2004Other Business ActivitiesSells Insurance
Christopher refers prospects/customers through CIC Services, LLC, dedicating minimal time. He also owns Fay Family LP (pass-through for renewal income) and Fay Family Wealth Counseling Concepts, Inc (pass-through for insurance and fee commissions, about 10-20% of his time), and is an owner of Lion Street and AEG, both life insurance-related BGAs.