Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial planning and consulting fees range from $500 to $5,000, depending on the scope and complexity of services. Investment management fees are negotiable and vary based on the advisor's relationship with the client, portfolio size, and services provided, with a maximum of 2.95%. Amplify Separately Managed Account Manager Fees range from 0.20% to 1.50%, billed quarterly in advance. Continuum Advisory retains a portion of these fees, ranging from 0.00% to 0.20%. Retirement plan consulting fees are either fixed (up to $40,000) or asset-based (0.15% to 1.00%).
Areas of Practice
Advisor Information
Office location
3806 Gunn Hwy, Suite A, Tampa, FL, 33618
Get directionsRegulatory History (1)
Regulatory
April 2024Other Business ActivitiesSells Insurance
Christopher is an Investment Advisory Representative at Mosaic Financial Group, dedicating full-time hours to this role. He is also a licensed insurance agent at Mosaic Financial Group Insurance Sales, providing insurance options such as life insurance and annuities for a few hours per week.