Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
For accounts with AUM >= $1M, the annual investment advisory fee is 1% of assets. For accounts with AUM < $1M, the fee is 1.5%. These fees are negotiable. Additional assets or withdrawals exceeding $100,000 will be charged a pro rata fee. When entering into non-discretionary arrangements, a fixed fee is negotiated on a case-by-case basis.
Areas of Practice
Advisor Information
Office location
601 South Cedar St., Suite 200, Charlotte, NC, 28202
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 Activities
Christopher is the Vice President and Chief Investment Officer of BMC Fund, Inc., a registered investment company. He is primarily responsible for the day-to-day management of the Fund's portfolio.