Christopher Fredrick Daunhauer
Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
TrustWell offers financial planning services for a fixed project fee (ranging from $600 to $10,000) or an hourly rate ($250 per hour). Asset management services are charged quarterly based on the average daily balance of the account. The annual equivalent fees are 1.00% on assets up to $1,000,000, 0.80% on assets from $1,000,001 to $5,000,000, and 0.60% on assets over $5,000,000. A minimum initial investment of $100,000 is generally required, but may be waived.
Areas of Practice
Advisor Information
Office location
8825 Perimeter Park Blvd., Suite 304, Jacksonville, FL, 32216
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Christopher Fredrick DaunhauerRegulatory 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.
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Christopher is a non-paid director for his wife's medical practice, dedicating about 10-20% of his time to tasks such as computer maintenance and recordkeeping. He is also a managing member of Old Plank Partners, LLC, a rental property management company, spending a few hours per week on this business.
Employment History
Current Registrations
Trustwell Financial Advisors, LLC
State Registrations2 states
Exams
Additional Information
Chris is a Florida native and he's been a Certified Financial Planner® professional since 2004. With a background in banking and finance, he's been a statistician for several large Jacksonville corporations, a university instructor, and a business owner and investor since 1996. He gives his clients the practical financial advice he wishes he had received.Chris served in the US Army from 1987 to 1991, including combat service in Operation Desert Storm, after which he returned to complete his university education. He holds a liberal arts degree from the University of Central Florida, graduate degrees in education (MEd) and in business (MBA) from the University of Florida, and a certificate in financial planning from FSCJ.