CB

Christopher Jason Brown

26 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
43 advisors
Number of Clients
3,215 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$5.3B

Fee Structure

Minimum Investment:$250K
Financial Planning:Included in AUM fee
Financial Plan Fee:$2,500 - $100,000
Hourly Rate:$250/hr

Wealth Management fees are based on a percentage of assets under management, generally around 1% annually, but can vary based on portfolio size and services. Financial planning consulting fees are either hourly ($250/hour) or fixed ($2,500 to $100,000). Executive service fees are negotiated annually with the sponsoring corporation. The firm may charge lower fees based on anticipated additional assets, related accounts, pre-existing client relationships, or pro bono activities. Some clients may have grandfathered fee schedules. Ultra-high net worth clients may be offered a flat annual fee plus an asset-based fee.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth
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Advisor Information

Office location

9108 N. Kelley Avenue, Oklahoma City, OK, 73131

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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
April 2015
Settled
Other Business Activities

Christopher owns and manages single-family home rental properties since 2005, dedicating minimal time to this activity. He is also a 50% owner and Member/Manager of Cornerstone Property Management, LLC, a rental real estate business, spending minimal time as a property manager.

Employment History
Current Registrations
Exencial Wealth Advisors
June 2020 - Present · 5 yrs 7 mos
Previous Registrations
Willingdon Wealth Management LLC
December 2015 - July 2020 · 4 yrs 7 mos
Portfolio Capital Management INC
September 2015 - February 2016 · 5 mos
Investment Professionals, INC.
September 2013 - August 2015 · 1 yr 11 mos
LPL Financial LLC
September 2012 - September 2013 · 1 yr
Wells Fargo Advisors, LLC
October 2008 - September 2012 · 3 yrs 11 mos
Citigroup Global Markets INC.
July 2002 - November 2008 · 6 yrs 4 mos
American Express Financial Advisors, INC.
December 2001 - July 2002 · 7 mos
State Registrations11 states
CACOCTFLNCOHOKPASCTXVA
Advisor
Exams
No exam information available for this advisor.