CM
CFP
CM
CFP

Christine Mchugh

26 Years of Experience
Colorado Springs, CO
Sells Insurance

Christine Mchugh is a CFP-designated registered investment advisor at Gump and Mchugh Asset Management, based in Colorado Springs, CO, with 26 years of industry experience. Christine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 54 clients with $65M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
54 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$65.4M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.90%
$2.0M - $5.0M0.80%
$5M+0.75%

Fees are negotiable for non-profit organizations and charitable trust accounts. Advisor may waive fees for accounts of family members and employees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Colorado Springs, CO

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History

Regulatory 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.

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Other Business ActivitiesSells Insurance

Christine has been an insurance agent with various carriers since 1998. The filing does not specify how much time this activity requires.

Employment History
Current Registrations
Gump and Mchugh Asset Management
October 2002 - Present · 23 yrs 6 mos
Previous Registrations
Mchugh, Christine L.
October 2002 - December 2003 · 1 yr 2 mos
First Affirmative Financial Network LLC
August 1999 - April 2008 · 8 yrs 8 mos
State Registrations2 states
COTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Christine Mchugh - Financial Advisor | TrueAdvisor