Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Advisory fees are charged as a percentage of assets under management, flat fees, hourly fees, or a combination. Asset-based fees range up to 1.5% annually, flat fees range up to $50,000 annually, and hourly fees range up to $450 per hour. Fees are negotiable, and the specific fee schedule is included in the investment advisory agreement. Clients also incur brokerage and transaction costs.
Areas of Practice
Advisor Information
Office location
Bowling Green, KY
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Chris BrownRegulatory 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.
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Chris is employed as a Professor of Finance at Western Kentucky University, taking up most of his time during securities trading hours.
Employment History
Current Registrations
Xypn Invest
Previous Registrations
Birdie Retirement Planning
State Registrations2 states
Exams
Additional Information
I am Chris Brown, an advice-only, fee-only financial planner with a strong desire to help families optimize their financial resources in retirement. I am a CERTIFIED FINANCIAL PLANNER TM professional, specializing in retirement planning. My goal is to provide unbiased advice and education to clients who wouldn’t normally be a good fit to work with a financial planner, due to the requirement to give up control of their investments.