CH

Christina Sue Hake

26 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
46 advisors
Number of Clients
3,901 clients
Average Client Portfolio
$515K average
Assets Under Management
$2.0B

Fee Structure

Minimum Annual Fee:$400
Hourly Rate:$125 - $600/hr

The annual fee for direct asset management typically ranges from 0.5% to 3% of the managed assets' value, billed quarterly. Fees are negotiable based on factors like asset size and portfolio complexity. Clients also pay a $5.50 administrative service charge per trade (with some exceptions), custodial fees, and internal fees from investments like mutual funds and ETFs. Investment consulting fees range from $125 to $600 per hour, depending on the complexity of the services.

Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance Planning
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Advisor Information

Office location

2422 Hyde Park Road, Suite A, Jefferson City, MO, 65109

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Christina works as an insurance agent, providing insurance services and sales. This activity takes minimal time each month and is investment-related.

Employment History
Current Registrations
Smith, Moore & CO. Broker
December 2018 - Present · 7 yrs 1 mo
Smith Moore & CO.
December 2018 - Present · 7 yrs 1 mo
Previous Registrations
Saxony Securities, INC.Broker
June 2015 - December 2018 · 3 yrs 6 mos
Saxony Capital Management, LLC
June 2015 - December 2018 · 3 yrs 6 mos
Alexander Labrunerie & Co., INC.
February 2015 - July 2015 · 5 mos
Labrunerie Financial Services, INC.Broker
February 2015 - June 2015 · 4 mos
Waddell & ReedBroker
January 2012 - February 2015 · 3 yrs 1 mo
Waddell & Reed
January 2012 - February 2015 · 3 yrs 1 mo
Edward Jones Broker
July 2007 - January 2012 · 4 yrs 6 mos
Edward Jones
July 2007 - January 2012 · 4 yrs 6 mos
Hancock Securities Group, LLCBroker
March 2006 - July 2007 · 1 yr 4 mos
Hancock Investment Advisors, LLC
March 2006 - July 2007 · 1 yr 4 mos
Linsco/private Ledger CORP.
June 2004 - March 2006 · 1 yr 9 mos
Linsco/private Ledger CORP. Broker
June 2004 - March 2006 · 1 yr 9 mos
Citigroup Global Markets INC.
April 2001 - January 2004 · 2 yrs 9 mos
Citigroup Global Markets INC. Broker
March 2001 - January 2004 · 2 yrs 10 mos
Mercantile Investment Services, INC.Broker
August 1993 - May 1995 · 1 yr 9 mos
State Registrations25 states
ALARCACODEFLGAHIIAILKSLAMDMIMONCNENVNYOKSDTNTXVAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.