Christopher Kimball is a CFP-designated registered investment advisor at Fortitude Advisory Group L.L.C., based in Lakewood, WA, with 32 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 654 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fortitude Advisory Group charges a fee based on the value of your portfolio. This fee covers both Fortitude's services and any fees charged by third-party money managers, if you choose to use them. The total portfolio management fee has a maximum of 2.2% per year, but all fees are negotiable. In some cases, additional fees may apply for specific investment strategies managed in-house. Fortitude may also charge annual reporting and technology fees, up to 0.10% and 0.15% respectively.
Location
5920 100th St. SW Building #7, Lakewood, WA, 98499
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Christopher is a musician, playing drums in various bands, dedicating minimal time. He also serves as President of the Board of Directors for Network Tacoma, Corp., and teaches at Tacoma Covenant Bible Seminary, spending about 10-20% of his time on the latter. Christopher also creates teaching videos for Youtube, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Fortitude Advisory Group L.L.C.
Previous Registrations
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations1 state
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