Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for investment management are based on a percentage of assets, up to 2.5% annually, and are negotiable. Financial planning fees are either fixed or hourly (up to $300/hour), depending on the engagement. For accounts below the $100,000 minimum, a $20 quarterly fee is assessed. Clients using third-party managers will not be charged a total combined management fee over 3%. A $50 termination fee may apply.
Areas of Practice
Advisor Information
Office location
1551 jennings mill rd, Suite 2600c, Watkinsville, GA, 30677
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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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Christopher is a managing director at Eudaimonia Partners LLC DBA Phoenix Asset Advisors, LLC, providing investment advisory services and marketing. This activity takes up Christopher's full time. Christopher is also a guitarist and vocalist in the musical group Kinchafonee Cowboys, dedicating a few hours per week. Christopher is also an Investment Advisor Representative with Kingswood Wealth Advisors DBA Phoenix Asset Advisors, dedicating his full time to providing financial services to clients.