Christopher James Davidson
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This firm offers financial planning, financial wellness, and investment management services. Fees vary depending on the service and platform used. Contact the firm for specific fee information, as fees can vary based on the Financial Professional and client location. The firm does not specify AUM fee tiers in this brochure.
Areas of Practice
Advisor Information
Office location
19505 Biscayne Blvd., Suite 2350, Aventura, FL, 33180
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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.
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Christopher is an indirect owner of Proxy International LLC and Proxy Wealth Advisors LLC, both investment-related. He is also the principal owner of Proxy Financial Corp (a holding company) and an indirect owner involved in management consulting at Proxy Capital Partners, dedicating about 10-20% of his time to the latter.