Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.10% |
Fees are negotiable at the sole discretion of the adviser.
Fee Estimator
You'll pay an annual fee based on the value of your managed assets. For example, the fee is 1.50% on the first $500,000, and it decreases as your account size increases. The minimum account size is $15,000, but this may be waived at the adviser's discretion. Fees are negotiable at the sole discretion of the adviser.
Areas of Practice
Advisor Information
Office location
310 W Main Ave, Round Rock, TX, 78664
Get directionsRegulatory History
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 a financial advisor doing business as Advanced Wealth Strategies Group since 2009, dedicating most of his time to meeting clients, selling securities and insurance products, and building financial plans. He also works as an investment advisor for RIA Wealth Advisors since 2023, spending about 10-20% of his time helping clients understand investment models.