Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are based on a percentage of assets under management, hourly charges, and fixed fees. A technology platform fee of up to 0.25% (subject to a $10 minimum quarterly fee - $40 annually) per account is charged. Hourly fees range from $100 to $500 per hour. There is a minimum annual retainer fee of $1,000 for flat management fees. Fees are negotiable and may be customized depending on the client's needs.
Areas of Practice
Advisor Information
Office location
3945-A Market St., Wilmington, NC, 28403
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Christopher sells fixed insurance products through various independent insurance companies, dedicating about half of his time. He also owns rental property, spending minimal time on it, and works as an advisory representative of a registered investment advisor, spending about half of his time. Finally, he is an investment advisor representative (IAR) under the DBA name Lighthouse Wealth Partners, dedicating full-time hours.