Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The firm charges a maximum annual wrap fee of 2.35% for the Asset Management Program. Fees are negotiable at the firm's sole discretion. Third-party managed programs have varying fees, but the combination of advisory fees will not exceed 2.5%. There is no set minimum account balance to open an account. Some advisor representatives may earn commissions from insurance products or through Lion Street Financial, LLC.
Areas of Practice
Advisor Information
Office location
340 South Lowe Avenue, Cookeville, TN, 38501
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
Chris is involved in several business activities, including owning personal rental property, working as an Investment Advisor Representative for two firms (CSENGE Advisory Group and COMPASS Advisory Partners), and operating Wakefield Venture Group as a sole proprietorship. These investment-related activities take up nearly all of Chris's time.