CF
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
74 advisors
Number of Clients
41 clients
Average Client Portfolio
$710.6M average
Assets Under Management
$29.1B
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Advisor Information
Office location
303 Broadway, Suite 1100, Cincinnati, OH, 45202-4203
Get directionsRegulatory History
Clean regulatory record
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 engages in business-to-business marketing and solicitation activities for Separately Managed Accounts and Model Portfolio Delivery options. This takes a few hours per week and is compensated via an override as a percentage of the management fee.
Employment History
Current Registrations
Touchstone Advisors INC
April 2017 - Present · 8 yrs 9 mos
Touchstone Securities, INC.Broker
April 2016 - Present · 9 yrs 9 mos
Previous Registrations
Strategic Advisers, INC.
March 2015 - March 2016 · 1 yr
Fidelity Brokerage Services LLCBroker
May 2013 - March 2016 · 2 yrs 10 mos
State Registrations11 states
AKARCAIDKYMSMTOHORTNWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.