Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees can be up to 2.00% annually, negotiable and pro-rated quarterly. Some alternative investments may incur a performance-based fee (Carried Interest) of up to 25% of profits above a threshold. Financial planning fixed fees range from $500 to $40,000, while hourly fees are $350/hour, both negotiable. All clients engaging in Investment Management Services must either engage in Comprehensive Financial Planning or meet a $150,000 minimum of assets under management.
Areas of Practice
Advisor Information
Office location
7004 Bee Cave Rd, Bldg 3 Suite 210, Austin, TX, 78746
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Christopher is involved in several business activities, including being an RIA/IAR with Fiduciary Alliance LLC (full-time), providing CDFA services through Texas CDFA, LLC, and working as a partner at Echelon Financial (about a quarter of his time) offering wealth management and insurance. He is also a partner at Quantum Pension Services, Inc., an insurance agency (about a quarter of his time).